TFO Wealth Partners’s EPAM Systems EPAM Stock Holding History

TFO Wealth Partners’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
2024 Q1	–	Sell	-1	Closed	-$297	–	845
2023 Q4	$297	Hold	1	–	–	﹤0.01%	524
2023 Q3	$225	Buy	+1	New	+$247	﹤0.01%	760

Other funds holding EPAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's EPAM Position: Q1 2024 in Review

TFO Wealth Partners sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 1 share — an estimated $297 sold.

TFO Wealth Partners first reported a position in EPAM in Q3 2023 and held it in 2 quarters. The position peaked at $297 in Q4 2023. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

TFO Wealth Partners reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 EPAM Systems share in Q1 2024, an estimated $297.
TFO Wealth Partners first reported a position in EPAM Systems in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's EPAM Systems position peaked at $297 in Q4 2023.
569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.