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Wealthcare Capital Management’s EPAM Systems EPAM Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-6
Closed -$2K – 257
2021
Q1 		$2K Buy
+6
New +$2.2K ﹤0.01% 551
2020
Q1 		– Sell
-10
Closed -$2K – 375
2019
Q4 		$2K Buy
+10
New +$1.97K ﹤0.01% 443

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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's EPAM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of EPAM Systems (EPAM) in Q2 2021, closing a stake of 6 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in EPAM in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 553 funds tracked by Wall St. Rank hold EPAM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining EPAM Systems position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 6 EPAM Systems shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in EPAM Systems in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's EPAM Systems position peaked at $2K in Q1 2021.
  • 553 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.