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Level Financial Advisors’s ServiceNow NOW Stock Holding History

Level Financial Advisors’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
-40
Closed -$5.65K – 192
2023
Q4 		$5.65K Hold
40
– – ﹤0.01% 209
2023
Q3 		$4.47K Sell
40
-5
-11% -$570 ﹤0.01% 222
2023
Q2 		$5.06K Buy
+45
New +$4.5K ﹤0.01% 217
2023
Q1 		– Sell
-10
Closed -$1K – 281
2022
Q4 		$1K Buy
+10
New +$782 ﹤0.01% 258

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

Level Financial Advisors's NOW Position: Q1 2024 in Review

Level Financial Advisors sold out of ServiceNow (NOW) in Q1 2024, closing a stake of 40 shares — an estimated $5.65K sold.

Level Financial Advisors first reported a position in NOW in Q4 2022 and held it in 4 quarters. The position peaked at $5.65K in Q4 2023. 1,817 funds tracked by Wall St. Rank hold NOW as of Q1 2024.

  • Level Financial Advisors reported no remaining ServiceNow position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 40 ServiceNow shares in Q1 2024, an estimated $5.65K.
  • Level Financial Advisors first reported a position in ServiceNow in Q4 2022 and held it in 4 quarters.
  • Level Financial Advisors's ServiceNow position peaked at $5.65K in Q4 2023.
  • 1,817 funds tracked by Wall St. Rank held ServiceNow as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.