Walled Lake Planning & Wealth Management’s EPAM Systems EPAM Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-62	Closed	-$35K	–	166
2021 Q3	$35K	Hold	62	–	–	0.02%	184
2021 Q2	$32K	Hold	62	–	–	0.02%	179
2021 Q1	$25K	Hold	62	–	–	0.02%	179
2020 Q4	$22K	Hold	62	–	–	0.02%	169
2020 Q3	$20K	Hold	62	–	–	0.02%	169
2020 Q2	$16K	Hold	62	–	–	0.01%	168
2020 Q1	$12K	Hold	62	–	–	0.01%	177
2019 Q4	$13K	Buy	+62	New	+$12.2K	0.01%	184

Other funds holding EPAM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's EPAM Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of EPAM Systems (EPAM) in Q4 2021, closing a stake of 62 shares — an estimated $35K sold.

Walled Lake Planning & Wealth Management first reported a position in EPAM in Q4 2019 and held it in 8 quarters. The position peaked at $35K in Q3 2021. 691 funds tracked by Wall St. Rank hold EPAM as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining EPAM Systems position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 62 EPAM Systems shares in Q4 2021, an estimated $35K.
Walled Lake Planning & Wealth Management first reported a position in EPAM Systems in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's EPAM Systems position peaked at $35K in Q3 2021.
691 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.