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Valeo Financial Advisors’s EPAM Systems EPAM Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-290
Closed -$115K – 895
2021
Q1 		$115K Sell
290
-11
-4% -$4.03K 0.01% 573
2020
Q4 		$108K Buy
301
+120
+66% +$40K 0.01% 544
2020
Q3 		$59K Sell
181
-29
-14% -$8.66K 0.01% 610
2020
Q2 		$53K Buy
210
+8
+4% +$1.76K ﹤0.01% 703
2020
Q1 		$38K Sell
202
-79
-28% -$17.1K ﹤0.01% 688
2019
Q4 		$60K Sell
281
-9
-3% -$1.77K 0.01% 579
2019
Q3 		$53K Buy
290
+113
+64% +$21.3K 0.01% 586
2019
Q2 		$31K Buy
177
+33
+23% +$5.68K ﹤0.01% 728
2019
Q1 		$24K Buy
144
+40
+38% +$6K ﹤0.01% 727
2018
Q4 		$12K Hold
104
– – ﹤0.01% 830
2018
Q3 		$12K Hold
104
– – ﹤0.01% 911
2018
Q2 		$14K Sell
104
-36
-26% -$4.33K ﹤0.01% 861
2018
Q1 		$16K Sell
140
-15
-10% -$1.72K ﹤0.01% 782
2017
Q4 		$17K Buy
155
+36
+30% +$3.56K ﹤0.01% 705
2017
Q3 		$10K Buy
+119
New +$9.93K ﹤0.01% 694

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's EPAM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of EPAM Systems (EPAM) in Q2 2021, closing a stake of 290 shares — an estimated $115K sold.

Valeo Financial Advisors first reported a position in EPAM in Q3 2017 and held it in 15 quarters. The position peaked at $115K in Q1 2021. 554 funds tracked by Wall St. Rank hold EPAM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining EPAM Systems position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 290 EPAM Systems shares in Q2 2021, an estimated $115K.
  • Valeo Financial Advisors first reported a position in EPAM Systems in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's EPAM Systems position peaked at $115K in Q1 2021.
  • 554 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.