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VisionPoint Advisory Group’s EPAM Systems EPAM Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-4,123
Closed -$776K – 398
2024
Q2 		$776K Buy
4,123
+930
+29% +$198K 0.28% 88
2024
Q1 		$882K Buy
3,193
+1,680
+111% +$494K 0.32% 85
2023
Q4 		$450K Buy
1,513
+1,377
+1,013% +$350K 0.17% 104
2023
Q3 		$34.8K Buy
136
+69
+103% +$17K 0.01% 284
2023
Q2 		$15.1K Buy
+67
New +$16.9K 0.01% 341

Other funds holding EPAM

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VisionPoint Advisory Group's EPAM Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of EPAM Systems (EPAM) in Q3 2024, closing a stake of 4,123 shares — an estimated $776K sold.

VisionPoint Advisory Group first reported a position in EPAM in Q2 2023 and held it in 5 quarters. The position peaked at $882K in Q1 2024. 555 funds tracked by Wall St. Rank hold EPAM as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining EPAM Systems position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4,123 EPAM Systems shares in Q3 2024, an estimated $776K.
  • VisionPoint Advisory Group first reported a position in EPAM Systems in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's EPAM Systems position peaked at $882K in Q1 2024.
  • 555 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.