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BT Wealth Management’s ServiceNow NOW Stock Holding History

BT 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
2021
Q2 		– Sell
-2,500
Closed -$250K – 64
2021
Q1 		$250K Sell
2,500
-2,000
-44% -$211K 0.08% 48
2020
Q4 		$495K Hold
4,500
– – 0.18% 31
2020
Q3 		$437K Buy
+4,500
New +$402K 0.19% 35

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

BT Wealth Management's NOW Position: Q2 2021 in Review

BT Wealth Management sold out of ServiceNow (NOW) in Q2 2021, closing a stake of 2,500 shares — an estimated $250K sold.

BT Wealth Management first reported a position in NOW in Q3 2020 and held it in 3 quarters. The position peaked at $495K in Q4 2020. 1,271 funds tracked by Wall St. Rank hold NOW as of Q2 2021.

  • BT Wealth Management reported no remaining ServiceNow position as of Q2 2021 after selling out during the quarter.
  • BT Wealth Management sold 2,500 ServiceNow shares in Q2 2021, an estimated $250K.
  • BT Wealth Management first reported a position in ServiceNow in Q3 2020 and held it in 3 quarters.
  • BT Wealth Management's ServiceNow position peaked at $495K in Q4 2020.
  • 1,271 funds tracked by Wall St. Rank held ServiceNow as of Q2 2021.

Based on BT Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.