Williams Jones Wealth Management’s EPAM Systems EPAM Stock Holding History

Williams Jones 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
2024 Q2	–	Sell	-800	Closed	-$221K	–	532
2024 Q1	$221K	Hold	800	–	–	﹤0.01%	482
2023 Q4	$238K	Hold	800	–	–	﹤0.01%	460
2023 Q3	$205K	Buy	+800	New	+$198K	﹤0.01%	488
2023 Q2	–	Sell	-800	Closed	-$239K	–	544
2023 Q1	$239K	Hold	800	–	–	﹤0.01%	476
2022 Q4	$262K	Hold	800	–	–	﹤0.01%	466
2022 Q3	$290K	Hold	800	–	–	0.01%	444
2022 Q2	$236K	Buy	+800	New	+$244K	﹤0.01%	497

Other funds holding EPAM

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Williams Jones Wealth Management's EPAM Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 800 shares — an estimated $221K sold.

Williams Jones Wealth Management first reported a position in EPAM in Q2 2022 and held it in 7 quarters. The position peaked at $290K in Q3 2022. 535 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

Williams Jones Wealth Management reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 800 EPAM Systems shares in Q2 2024, an estimated $221K.
Williams Jones Wealth Management first reported a position in EPAM Systems in Q2 2022 and held it in 7 quarters.
Williams Jones Wealth Management's EPAM Systems position peaked at $290K in Q3 2022.
535 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.