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Strait & Sound Wealth Management’s ServiceNow NOW Stock Holding History

Strait & Sound 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
Q3 		– Sell
-1,475
Closed -$232K – 152
2024
Q2 		$232K Buy
+1,475
New +$216K 0.12% 132

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Strait & Sound Wealth Management's NOW Position: Q3 2024 in Review

Strait & Sound Wealth Management sold out of ServiceNow (NOW) in Q3 2024, closing a stake of 1,475 shares — an estimated $232K sold.

Strait & Sound Wealth Management first reported a position in NOW in Q2 2024 and held it in 1 quarter. The position peaked at $232K in Q2 2024. 1,937 funds tracked by Wall St. Rank hold NOW as of Q3 2024.

  • Strait & Sound Wealth Management reported no remaining ServiceNow position as of Q3 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 1,475 ServiceNow shares in Q3 2024, an estimated $232K.
  • Strait & Sound Wealth Management first reported a position in ServiceNow in Q2 2024 and held it in 1 quarter.
  • Strait & Sound Wealth Management's ServiceNow position peaked at $232K in Q2 2024.
  • 1,937 funds tracked by Wall St. Rank held ServiceNow as of Q3 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.