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Symphony Financial’s EPAM Systems EPAM Stock Holding History

Symphony Financial’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
2023
Q2 		– Sell
-1,475
Closed -$433K – 198
2023
Q1 		$433K Sell
1,475
-20
-1% -$6.44K 0.11% 152
2022
Q4 		$501K Buy
1,495
+25
+2% +$8.5K 0.13% 137
2022
Q3 		$532K Buy
+1,470
New +$562K 0.17% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Symphony Financial's EPAM Position: Q2 2023 in Review

Symphony Financial sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 1,475 shares — an estimated $433K sold.

Symphony Financial first reported a position in EPAM in Q3 2022 and held it in 3 quarters. The position peaked at $532K in Q3 2022. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • Symphony Financial reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • Symphony Financial sold 1,475 EPAM Systems shares in Q2 2023, an estimated $433K.
  • Symphony Financial first reported a position in EPAM Systems in Q3 2022 and held it in 3 quarters.
  • Symphony Financial's EPAM Systems position peaked at $532K in Q3 2022.
  • 505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.