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Sugarloaf Wealth Management’s ServiceNow NOW Stock Holding History

Sugarloaf 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
2023
Q1 		– Sell
-255
Closed -$19.8K – 757
2022
Q4 		$19.8K Sell
255
-475
-65% -$37.1K 0.01% 406
2022
Q3 		$55K Buy
730
+5
+0.7% +$450 0.01% 273
2022
Q2 		$69K Buy
725
+145
+25% +$13.8K 0.02% 237
2022
Q1 		$65K Buy
580
+110
+23% +$12.3K 0.02% 243
2021
Q4 		$60K Buy
470
+270
+135% +$35.4K 0.01% 266
2021
Q3 		$25K Buy
200
+120
+150% +$14.5K 0.01% 381
2021
Q2 		$9K Buy
80
+70
+700% +$7.1K ﹤0.01% 513
2021
Q1 		$1K Hold
10
– – ﹤0.01% 719
2020
Q4 		$1K Buy
+10
New +$1.04K ﹤0.01% 686

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sugarloaf Wealth Management's NOW Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of ServiceNow (NOW) in Q1 2023, closing a stake of 255 shares — an estimated $19.8K sold.

Sugarloaf Wealth Management first reported a position in NOW in Q4 2020 and held it in 9 quarters. The position peaked at $69K in Q2 2022. 1,408 funds tracked by Wall St. Rank hold NOW as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining ServiceNow position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 255 ServiceNow shares in Q1 2023, an estimated $19.8K.
  • Sugarloaf Wealth Management first reported a position in ServiceNow in Q4 2020 and held it in 9 quarters.
  • Sugarloaf Wealth Management's ServiceNow position peaked at $69K in Q2 2022.
  • 1,408 funds tracked by Wall St. Rank held ServiceNow as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.