SWM
NOW icon

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 		$1 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 $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