YorkBridge Wealth Partners’s ServiceNow NOW Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$3.52M	Buy	45,380 +7,535	+20%	+$589K	0.89%	25
2022 Q3	$2.86M	Buy	37,845 +475	+1%	+$42.8K	0.74%	32
2022 Q2	$3.55M	Buy	37,370 +100	+0.3%	+$9.53K	0.93%	23
2022 Q1	$4.15M	Buy	37,270 +240	+0.6%	+$26.9K	0.91%	26
2021 Q4	$4.81M	Buy	37,030 +1,570	+4%	+$206K	1.08%	22
2021 Q3	$4.41M	Sell	35,460 -1,730	-5%	-$209K	1.11%	22
2021 Q2	$4.09M	Buy	37,190 +65	+0.2%	+$6.59K	1.07%	24
2021 Q1	$3.71M	Buy	37,125 +970	+3%	+$102K	1.1%	23
2020 Q4	$3.98M	Buy	36,155 +1,935	+6%	+$201K	1.33%	18
2020 Q3	$3.32M	Buy	34,220 +2,130	+7%	+$190K	1.39%	18
2020 Q2	$2.6M	Buy	32,090 +6,120	+24%	+$432K	1.19%	23
2020 Q1	$1.49M	Buy	25,970 +10,180	+64%	+$636K	0.92%	34
2019 Q4	$892K	Buy	+15,790	New	+$832K	0.41%	70

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

YorkBridge Wealth Partners's NOW Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its ServiceNow (NOW) stake by 20% in Q4 2022, buying an estimated $589K and bringing the position to 45,380 shares worth $3.52M. The position accounts for 0.89% of the portfolio, ranked #25.

YorkBridge Wealth Partners first reported a position in NOW in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.81M in Q4 2021. 1,359 funds tracked by Wall St. Rank hold NOW as of Q4 2022.

YorkBridge Wealth Partners held 45,380 shares of ServiceNow worth $3.52M as of Q4 2022.
YorkBridge Wealth Partners bought 7,535 ServiceNow shares in Q4 2022, an estimated $589K.
ServiceNow made up 0.89% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #25 holding.
YorkBridge Wealth Partners first reported a position in ServiceNow in Q4 2019 and has held it in 13 quarters since.
YorkBridge Wealth Partners's ServiceNow position peaked at $4.81M in Q4 2021.
1,359 funds tracked by Wall St. Rank held ServiceNow as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.