Alera Investment Advisors’s ServiceNow NOW Stock Holding History

Alera Investment 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
2024 Q3	$571K	Buy	3,190 +930	+41%	+$153K	0.07%	124
2024 Q2	$356K	Buy	+2,260	New	+$332K	0.04%	171
2023 Q2	–	Sell	-4,640	Closed	-$431K	–	178
2023 Q1	$431K	Buy	4,640 +120	+3%	+$10.5K	0.1%	121
2022 Q4	$351K	Sell	4,520 -90	-2%	-$7.03K	0.08%	133
2022 Q3	$349K	Sell	4,610 -3,860	-46%	-$348K	0.1%	129
2022 Q2	$806K	Buy	8,470 +175	+2%	+$16.7K	0.23%	63
2022 Q1	$924K	Buy	+8,295	New	+$929K	0.21%	63
2019 Q2	–	Sell	-495	Closed	-$24K	–	685
2019 Q1	$24K	Buy	495 +90	+22%	+$3.96K	0.01%	250
2018 Q4	$14K	Buy	+405	New	+$14.4K	0.01%	361

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alera Investment Advisors's NOW Position: Q3 2024 in Review

Alera Investment Advisors increased its ServiceNow (NOW) stake by 41% in Q3 2024, buying an estimated $153K and bringing the position to 3,190 shares worth $571K. The position accounts for 0.07% of the portfolio, ranked #124.

Alera Investment Advisors first reported a position in NOW in Q4 2018 and has held it in 9 quarters since. The position peaked at $924K in Q1 2022. 1,938 funds tracked by Wall St. Rank hold NOW as of Q3 2024.

Alera Investment Advisors held 3,190 shares of ServiceNow worth $571K as of Q3 2024.
Alera Investment Advisors bought 930 ServiceNow shares in Q3 2024, an estimated $153K.
ServiceNow made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #124 holding.
Alera Investment Advisors first reported a position in ServiceNow in Q4 2018 and has held it in 9 quarters since.
Alera Investment Advisors's ServiceNow position peaked at $924K in Q1 2022.
1,938 funds tracked by Wall St. Rank held ServiceNow as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.