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Tradition Wealth Management’s EPAM Systems EPAM Stock Holding History

Tradition Wealth Management’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
-23
Closed -$7K – 620
2023
Q4 		$7K Buy
23
+1
+5% +$254 ﹤0.01% 1061
2023
Q3 		$6K Buy
22
+1
+5% +$247 ﹤0.01% 1125
2023
Q2 		$5K Buy
21
+11
+110% +$2.77K ﹤0.01% 1198
2023
Q1 		$3K Sell
10
-1
-9% -$322 ﹤0.01% 1242
2022
Q4 		$4K Buy
11
+1
+10% +$340 ﹤0.01% 1080
2022
Q3 		$4K Hold
10
– – ﹤0.01% 1102
2022
Q2 		$3K Hold
10
– – ﹤0.01% 1039
2022
Q1 		$3K Buy
+10
New +$3.92K ﹤0.01% 1102

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tradition Wealth Management's EPAM Position: Q1 2024 in Review

Tradition Wealth Management sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 23 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in EPAM in Q1 2022 and held it in 8 quarters. The position peaked at $7K in Q4 2023. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • Tradition Wealth Management reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 23 EPAM Systems shares in Q1 2024, an estimated $7K.
  • Tradition Wealth Management first reported a position in EPAM Systems in Q1 2022 and held it in 8 quarters.
  • Tradition Wealth Management's EPAM Systems position peaked at $7K in Q4 2023.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.