FirstPurpose Wealth’s ServiceNow NOW Stock Holding History

FirstPurpose Wealth’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	$1.09M	Sell	7,110 -2,035	-22%	-$308K	0.4%	42
2023 Q4	$1.29M	Buy	9,145 +245	+3%	+$30.9K	0.49%	32
2023 Q3	$995K	Buy	8,900 +65	+0.7%	+$7.42K	0.43%	41
2023 Q2	$993K	Buy	8,835 +375	+4%	+$37.5K	0.43%	42
2023 Q1	$786K	Buy	8,460 +1,220	+17%	+$106K	0.39%	51
2022 Q4	$562K	Buy	7,240 +2,890	+66%	+$226K	0.31%	60
2022 Q3	$329K	Buy	4,350 +650	+18%	+$58.5K	0.22%	85
2022 Q2	$352K	Buy	3,700 +265	+8%	+$25.3K	0.24%	77
2022 Q1	$383K	Buy	3,435 +300	+10%	+$33.6K	0.3%	72
2021 Q4	$407K	Buy	+3,135	New	+$412K	0.26%	69

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FirstPurpose Wealth's NOW Position: Q1 2024 in Review

FirstPurpose Wealth reduced its ServiceNow (NOW) stake by 22% in Q1 2024, selling an estimated $308K and leaving 7,110 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #42.

FirstPurpose Wealth first reported a position in NOW in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2023. 1,818 funds tracked by Wall St. Rank hold NOW as of Q1 2024.

FirstPurpose Wealth held 7,110 shares of ServiceNow worth $1.09M as of Q1 2024.
FirstPurpose Wealth sold 2,035 ServiceNow shares in Q1 2024, an estimated $308K.
ServiceNow made up 0.4% of FirstPurpose Wealth's portfolio in Q1 2024, its #42 holding.
FirstPurpose Wealth first reported a position in ServiceNow in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's ServiceNow position peaked at $1.29M in Q4 2023.
1,818 funds tracked by Wall St. Rank held ServiceNow as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.