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Lake Point Wealth Management’s ServiceNow NOW Stock Holding History

Lake Point 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
Q2 		$22K Buy
+230
New +$21.9K 0.01% 110
2020
Q1 		$2K Hold
40
– – ﹤0.01% 271
2019
Q4 		$2K Buy
+40
New +$2.11K ﹤0.01% 501
2019
Q2 		$2K Hold
40
– – ﹤0.01% 547
2019
Q1 		$2K Hold
40
– – ﹤0.01% 545
2018
Q4 		$1K Buy
+40
New +$1.42K ﹤0.01% 773

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's NOW Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in ServiceNow (NOW) in Q2 2022: 230 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #110 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in NOW as recently as Q1 2020.

Lake Point Wealth Management first reported a position in NOW in Q4 2018 and has held it in 6 quarters since. 1,374 funds tracked by Wall St. Rank hold NOW as of Q2 2022.

  • Lake Point Wealth Management held 230 shares of ServiceNow worth $22K as of Q2 2022.
  • ServiceNow was a new Lake Point Wealth Management position in Q2 2022.
  • ServiceNow made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #110 holding.
  • Lake Point Wealth Management first reported a position in ServiceNow in Q4 2018 and has held it in 6 quarters since.
  • 1,374 funds tracked by Wall St. Rank held ServiceNow as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.