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Western Financial Corp’s EPAM Systems EPAM Stock Holding History

Western Financial Corp’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
2022
Q1 		– Sell
-2,323
Closed -$1.55M – 97
2021
Q4 		$1.55M Buy
2,323
+242
+12% +$156K 0.81% 23
2021
Q3 		$1.19M Buy
2,081
+47
+2% +$27.7K 0.7% 26
2021
Q2 		$1.04M Buy
+2,034
New +$953K 0.56% 32

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Financial Corp's EPAM Position: Q1 2022 in Review

Western Financial Corp sold out of EPAM Systems (EPAM) in Q1 2022, closing a stake of 2,323 shares — an estimated $1.55M sold.

Western Financial Corp first reported a position in EPAM in Q2 2021 and held it in 3 quarters. The position peaked at $1.55M in Q4 2021. 572 funds tracked by Wall St. Rank hold EPAM as of Q1 2022.

  • Western Financial Corp reported no remaining EPAM Systems position as of Q1 2022 after selling out during the quarter.
  • Western Financial Corp sold 2,323 EPAM Systems shares in Q1 2022, an estimated $1.55M.
  • Western Financial Corp first reported a position in EPAM Systems in Q2 2021 and held it in 3 quarters.
  • Western Financial Corp's EPAM Systems position peaked at $1.55M in Q4 2021.
  • 572 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2022.

Based on Western Financial Corp's 13F filing for Q1 2022, filed 22 Apr 2022.