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Summit Wealth & Retirement Planning’s ServiceNow NOW Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-2,785
Closed -$259K – 90
2023
Q1 		$259K Buy
+2,785
New +$243K 0.1% 93

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Wealth & Retirement Planning's NOW Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of ServiceNow (NOW) in Q2 2023, closing a stake of 2,785 shares — an estimated $259K sold.

Summit Wealth & Retirement Planning first reported a position in NOW in Q1 2023 and held it in 1 quarter. The position peaked at $259K in Q1 2023. 1,501 funds tracked by Wall St. Rank hold NOW as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining ServiceNow position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 2,785 ServiceNow shares in Q2 2023, an estimated $259K.
  • Summit Wealth & Retirement Planning first reported a position in ServiceNow in Q1 2023 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's ServiceNow position peaked at $259K in Q1 2023.
  • 1,501 funds tracked by Wall St. Rank held ServiceNow as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.