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Curi Wealth Management’s ServiceNow NOW Stock Holding History

Curi 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
Q1 		– Sell
-1,500
Closed -$212K – 95
2023
Q4 		$212K Buy
+1,500
New +$189K 0.03% 153
2022
Q3 		– Sell
-10
Closed -$1K – 526
2022
Q2 		$1K Hold
10
– – ﹤0.01% 584
2022
Q1 		$1K Buy
10
+5
+100% +$560 ﹤0.01% 494
2021
Q4 		$0 Buy
+5
New +$656 ﹤0.01% 564
2021
Q1 		– Sell
-5
Closed – – 353
2020
Q4 		$0 Buy
+5
New +$520 ﹤0.01% 476

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

Curi Wealth Management's NOW Position: Q1 2024 in Review

Curi Wealth Management sold out of ServiceNow (NOW) in Q1 2024, closing a stake of 1,500 shares — an estimated $212K sold.

Curi Wealth Management first reported a position in NOW in Q4 2020 and held it in 5 quarters. The position peaked at $212K in Q4 2023. 1,817 funds tracked by Wall St. Rank hold NOW as of Q1 2024.

  • Curi Wealth Management reported no remaining ServiceNow position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 1,500 ServiceNow shares in Q1 2024, an estimated $212K.
  • Curi Wealth Management first reported a position in ServiceNow in Q4 2020 and held it in 5 quarters.
  • Curi Wealth Management's ServiceNow position peaked at $212K in Q4 2023.
  • 1,817 funds tracked by Wall St. Rank held ServiceNow as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.