SLWA
NOW icon

San Luis Wealth Advisors’s ServiceNow NOW Stock Holding History

San Luis Wealth 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
2023
Q1 		– Sell
-9,710
Closed -$754K – 172
2022
Q4 		$754K Sell
9,710
-570
-6% -$44.5K 0.7% 45
2022
Q3 		$776K Buy
+10,280
New +$926K 0.81% 33
2022
Q2 		– Sell
-375
Closed -$49K – 310
2022
Q1 		$49K Buy
+375
New +$42K 0.02% 242

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

San Luis Wealth Advisors's NOW Position: Q1 2023 in Review

San Luis Wealth Advisors sold out of ServiceNow (NOW) in Q1 2023, closing a stake of 9,710 shares — an estimated $754K sold.

San Luis Wealth Advisors first reported a position in NOW in Q1 2022 and held it in 3 quarters. The position peaked at $776K in Q3 2022. 1,407 funds tracked by Wall St. Rank hold NOW as of Q1 2023.

  • San Luis Wealth Advisors reported no remaining ServiceNow position as of Q1 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 9,710 ServiceNow shares in Q1 2023, an estimated $754K.
  • San Luis Wealth Advisors first reported a position in ServiceNow in Q1 2022 and held it in 3 quarters.
  • San Luis Wealth Advisors's ServiceNow position peaked at $776K in Q3 2022.
  • 1,407 funds tracked by Wall St. Rank held ServiceNow as of Q1 2023.

Based on San Luis Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.