SWA
NOW icon

Sutton Wealth Advisors’s ServiceNow NOW Stock Holding History

Sutton 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
Q3 		$48.1K Buy
430
+25
+6% +$2.85K 0.02% 231
2023
Q2 		$45.5K Buy
405
+155
+62% +$15.5K 0.02% 236
2023
Q1 		$23.2K Sell
250
-1,035
-81% -$90.1K 0.01% 292
2022
Q4 		$99.8K Sell
1,285
-150
-10% -$11.7K 0.04% 249
2022
Q3 		$108K Buy
1,435
+10
+0.7% +$901 0.04% 240
2022
Q2 		$136K Buy
1,425
+50
+4% +$4.77K 0.05% 205
2022
Q1 		$153K Buy
1,375
+30
+2% +$3.36K 0.05% 201
2021
Q4 		$175K Hold
1,345
– – 0.06% 193
2021
Q3 		$167K Buy
1,345
+10
+0.7% +$1.21K 0.06% 191
2021
Q2 		$147K Hold
1,335
– – 0.05% 208
2021
Q1 		$134K Buy
1,335
+30
+2% +$3.17K 0.05% 212
2020
Q4 		$144K Buy
1,305
+15
+1% +$1.56K 0.06% 194
2020
Q3 		$125K Buy
1,290
+20
+2% +$1.79K 0.06% 192
2020
Q2 		$103K Hold
1,270
– – 0.05% 207
2020
Q1 		$72.8K Buy
1,270
+110
+9% +$6.88K 0.05% 219
2019
Q4 		$65.5K Hold
1,160
– – 0.03% 261
2019
Q3 		$58.9K Hold
1,160
– – 0.03% 266
2019
Q2 		$63.7K Buy
1,160
+15
+1% +$788 0.04% 255
2019
Q1 		$56.4K Buy
1,145
+30
+3% +$1.32K 0.03% 266
2018
Q4 		$39.7K Hold
1,115
– – 0.03% 322
2018
Q3 		$43.6K Hold
1,115
– – 0.03% 322
2018
Q2 		$38.5K Hold
1,115
– – 0.03% 358
2018
Q1 		$36.9K Hold
1,115
– – 0.03% 358
2017
Q4 		$29.1K Buy
1,115
+400
+56% +$9.95K 0.02% 420
2017
Q3 		$16.8K Hold
715
– – 0.01% 594
2017
Q2 		$15.2K Hold
715
– – 0.01% 629
2017
Q1 		$12.5K Hold
715
– – 0.01% 655
2016
Q4 		$10.6K Hold
715
– – 0.01% 676
2016
Q3 		$11.3K Buy
715
+695
+3,475% +$10.2K 0.01% 633
2016
Q2 		$266 Hold
20
– – ﹤0.01% 1009
2016
Q1 		$245 Buy
+20
New +$253 ﹤0.01% 1001

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sutton Wealth Advisors's NOW Position: Q3 2023 in Review

Sutton Wealth Advisors increased its ServiceNow (NOW) stake by 6.2% in Q3 2023, buying an estimated $2.85K and bringing the position to 430 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #231.

Sutton Wealth Advisors first reported a position in NOW in Q1 2016 and has held it in 31 quarters since. The position peaked at $175K in Q4 2021. 1,563 funds tracked by Wall St. Rank hold NOW as of Q3 2023.

  • Sutton Wealth Advisors held 430 shares of ServiceNow worth $48.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 25 ServiceNow shares in Q3 2023, an estimated $2.85K.
  • ServiceNow made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #231 holding.
  • Sutton Wealth Advisors first reported a position in ServiceNow in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's ServiceNow position peaked at $175K in Q4 2021.
  • 1,563 funds tracked by Wall St. Rank held ServiceNow as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.