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Sound View Wealth Advisors Group’s EPAM Systems EPAM Stock Holding History

Sound View Wealth Advisors Group’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-348
Closed -$233K – 292
2021
Q4 		$233K Sell
348
-167
-32% -$107K 0.04% 269
2021
Q3 		$294K Buy
515
+113
+28% +$66.5K 0.06% 234
2021
Q2 		$205K Buy
+402
New +$188K 0.04% 275

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors Group's EPAM Position: Q1 2022 in Review

Sound View Wealth Advisors Group sold out of EPAM Systems (EPAM) in Q1 2022, closing a stake of 348 shares — an estimated $233K sold.

Sound View Wealth Advisors Group first reported a position in EPAM in Q2 2021 and held it in 3 quarters. The position peaked at $294K in Q3 2021. 571 funds tracked by Wall St. Rank hold EPAM as of Q1 2022.

  • Sound View Wealth Advisors Group reported no remaining EPAM Systems position as of Q1 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 348 EPAM Systems shares in Q1 2022, an estimated $233K.
  • Sound View Wealth Advisors Group first reported a position in EPAM Systems in Q2 2021 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's EPAM Systems position peaked at $294K in Q3 2021.
  • 571 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.