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9258 Wealth Management’s ServiceNow NOW Stock Holding History

9258 Wealth Management’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$750K Sell
4,195
-20
-0.5% -$3.29K 0.11% 152
2024
Q2 		$663K Hold
4,215
– – 0.1% 161
2024
Q1 		$643K Sell
4,215
-30
-0.7% -$4.54K 0.1% 168
2023
Q4 		$600K Sell
4,245
-20
-0.5% -$2.52K 0.11% 161
2023
Q3 		$477K Buy
4,265
+25
+0.6% +$2.85K 0.09% 182
2023
Q2 		$477K Sell
4,240
-175
-4% -$17.5K 0.09% 190
2023
Q1 		$410K Sell
4,415
-15
-0.3% -$1.31K 0.08% 207
2022
Q4 		$344K Buy
4,430
+1,575
+55% +$123K 0.07% 225
2022
Q3 		$216K Sell
2,855
-95
-3% -$8.55K 0.06% 291
2022
Q2 		$281K Sell
2,950
-110
-4% -$10.5K 0.07% 262
2022
Q1 		$341K Buy
3,060
+145
+5% +$16.2K 0.08% 256
2021
Q4 		$378K Buy
2,915
+20
+0.7% +$2.63K 0.09% 244
2021
Q3 		$360K Hold
2,895
– – 0.1% 223
2021
Q2 		$318K Buy
2,895
+45
+2% +$4.56K 0.09% 248
2021
Q1 		$285K Buy
2,850
+10
+0.4% +$1.06K 0.09% 253
2020
Q4 		$313K Buy
2,840
+5
+0.2% +$520 0.1% 222
2020
Q3 		$282K Sell
2,835
-1,000
-26% -$89.3K 0.11% 212
2020
Q2 		$311K Hold
3,835
– – 0.13% 195
2020
Q1 		$237K Hold
3,835
– – 0.1% 221
2019
Q4 		$217K Buy
+3,835
New +$202K 0.08% 265
2019
Q3 		– Sell
-3,835
Closed -$211K – 187
2019
Q2 		$211K Buy
+3,835
New +$202K 0.17% 157

Other funds holding NOW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

9258 Wealth Management's NOW Position: Q3 2024 in Review

9258 Wealth Management reduced its ServiceNow (NOW) stake by 0.47% in Q3 2024, selling an estimated $3.29K and leaving 4,195 shares worth $750K. The position accounts for 0.11% of the portfolio, ranked #152.

9258 Wealth Management first reported a position in NOW in Q2 2019 and has held it in 21 quarters since. 1,937 funds tracked by Wall St. Rank hold NOW as of Q3 2024.

  • 9258 Wealth Management held 4,195 shares of ServiceNow worth $750K as of Q3 2024.
  • 9258 Wealth Management sold 20 ServiceNow shares in Q3 2024, an estimated $3.29K.
  • ServiceNow made up 0.11% of 9258 Wealth Management's portfolio in Q3 2024, its #152 holding.
  • 9258 Wealth Management first reported a position in ServiceNow in Q2 2019 and has held it in 21 quarters since.
  • 1,937 funds tracked by Wall St. Rank held ServiceNow as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.