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Castle Wealth Management’s ServiceNow NOW Stock Holding History

Castle 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
2022
Q4 		– Sell
-1,740
Closed -$131K – 439
2022
Q3 		$131K Hold
1,740
– – 0.08% 129
2022
Q2 		$165K Buy
+1,740
New +$166K 0.1% 118

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Castle Wealth Management's NOW Position: Q4 2022 in Review

Castle Wealth Management sold out of ServiceNow (NOW) in Q4 2022, closing a stake of 1,740 shares — an estimated $131K sold.

Castle Wealth Management first reported a position in NOW in Q2 2022 and held it in 2 quarters. The position peaked at $165K in Q2 2022. 1,359 funds tracked by Wall St. Rank hold NOW as of Q4 2022.

  • Castle Wealth Management reported no remaining ServiceNow position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,740 ServiceNow shares in Q4 2022, an estimated $131K.
  • Castle Wealth Management first reported a position in ServiceNow in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's ServiceNow position peaked at $165K in Q2 2022.
  • 1,359 funds tracked by Wall St. Rank held ServiceNow as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.