WAM
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Wealthspire Advisors (Maryland)’s EPAM Systems EPAM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-163
Closed -$28K – 917
2019
Q1 		$28K Buy
163
+57
+54% +$8.54K ﹤0.01% 1134
2018
Q4 		$12K Buy
106
+96
+960% +$11.8K ﹤0.01% 1392
2018
Q3 		$1K Hold
10
– – ﹤0.01% 2272
2018
Q2 		$1K Buy
+10
New +$1.2K ﹤0.01% 2298
2017
Q3 		– Sell
-2
Closed – – 2305
2017
Q2 		$0 Buy
+2
New +$161 ﹤0.01% 2212

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EPAM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of EPAM Systems (EPAM) in Q2 2019, closing a stake of 163 shares — an estimated $28K sold.

Wealthspire Advisors (Maryland) first reported a position in EPAM in Q2 2017 and held it in 5 quarters. The position peaked at $28K in Q1 2019. 380 funds tracked by Wall St. Rank hold EPAM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining EPAM Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 163 EPAM Systems shares in Q2 2019, an estimated $28K.
  • Wealthspire Advisors (Maryland) first reported a position in EPAM Systems in Q2 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s EPAM Systems position peaked at $28K in Q1 2019.
  • 380 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.