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Caliber Wealth Management (Utah)’s ServiceNow NOW Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$3.44M Sell
22,555
-495
-2% -$75K 1.83% 14
2023
Q4 		$3.26M Buy
23,050
+395
+2% +$49.8K 1.91% 13
2023
Q3 		$2.53M Buy
22,655
+410
+2% +$46.8K 1.7% 17
2023
Q2 		$2.5M Buy
22,245
+450
+2% +$45K 1.68% 15
2023
Q1 		$2.03M Buy
21,795
+4,355
+25% +$379K 1.52% 26
2022
Q4 		$1.35M Sell
17,440
-5,185
-23% -$405K 1.04% 42
2022
Q3 		$1.71M Buy
22,625
+610
+3% +$54.9K 1.35% 32
2022
Q2 		$2.09M Sell
22,015
-70
-0.3% -$6.67K 1.63% 25
2022
Q1 		$2.46M Buy
22,085
+1,725
+8% +$193K 1.57% 28
2021
Q4 		$2.16M Buy
20,360
+3,700
+22% +$486K 1.49% 29
2021
Q3 		$2.22M Buy
16,660
+3,580
+27% +$434K 1.56% 22
2021
Q2 		$1.44M Buy
+13,080
New +$1.33M 1.02% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caliber Wealth Management (Utah)'s NOW Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its ServiceNow (NOW) stake by 2.1% in Q1 2024, selling an estimated $75K and leaving 22,555 shares worth $3.44M. The position accounts for 1.83% of the portfolio, ranked #14.

Caliber Wealth Management (Utah) first reported a position in NOW in Q2 2021 and has held it in 12 quarters since. 1,817 funds tracked by Wall St. Rank hold NOW as of Q1 2024.

  • Caliber Wealth Management (Utah) held 22,555 shares of ServiceNow worth $3.44M as of Q1 2024.
  • Caliber Wealth Management (Utah) sold 495 ServiceNow shares in Q1 2024, an estimated $75K.
  • ServiceNow made up 1.83% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #14 holding.
  • Caliber Wealth Management (Utah) first reported a position in ServiceNow in Q2 2021 and has held it in 12 quarters since.
  • 1,817 funds tracked by Wall St. Rank held ServiceNow as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.