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TriaGen Wealth Management’s EPAM Systems EPAM Stock Holding History

TriaGen 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
2022
Q4 		– Sell
-690
Closed -$250K – 173
2022
Q3 		$250K Hold
690
– – 0.14% 135
2022
Q2 		$203K Buy
+690
New +$211K 0.14% 145

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TriaGen Wealth Management's EPAM Position: Q4 2022 in Review

TriaGen Wealth Management sold out of EPAM Systems (EPAM) in Q4 2022, closing a stake of 690 shares — an estimated $250K sold.

TriaGen Wealth Management first reported a position in EPAM in Q2 2022 and held it in 2 quarters. The position peaked at $250K in Q3 2022. 612 funds tracked by Wall St. Rank hold EPAM as of Q4 2022.

  • TriaGen Wealth Management reported no remaining EPAM Systems position as of Q4 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 690 EPAM Systems shares in Q4 2022, an estimated $250K.
  • TriaGen Wealth Management first reported a position in EPAM Systems in Q2 2022 and held it in 2 quarters.
  • TriaGen Wealth Management's EPAM Systems position peaked at $250K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.