Avitas Wealth Management’s ServiceNow NOW Stock Holding History

Avitas 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
2024 Q4	$601K	Sell	2,835 -75	-3%	-$15.2K	0.08%	150
2024 Q3	$521K	Sell	2,910 -225	-7%	-$37K	0.07%	161
2024 Q2	$493K	Sell	3,135 -165	-5%	-$24.2K	0.07%	166
2024 Q1	$503K	Sell	3,300 -35	-1%	-$5.3K	0.08%	171
2023 Q4	$471K	Sell	3,335 -5	-0.1%	-$630	0.08%	168
2023 Q3	$373K	Sell	3,340 -80	-2%	-$9.13K	0.07%	180
2023 Q2	$384K	Sell	3,420 -35	-1%	-$3.5K	0.07%	171
2023 Q1	$321K	Buy	3,455 +500	+17%	+$43.5K	0.06%	184
2022 Q4	$229K	Sell	2,955 -1,135	-28%	-$88.7K	0.05%	177
2022 Q3	$309K	Buy	4,090 +40	+1%	+$3.6K	0.07%	162
2022 Q2	$385K	Sell	4,050 -940	-19%	-$89.6K	0.08%	156
2022 Q1	$556K	Buy	+4,990	New	+$559K	0.1%	154

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Avitas Wealth Management's NOW Position: Q4 2024 in Review

Avitas Wealth Management reduced its ServiceNow (NOW) stake by 2.6% in Q4 2024, selling an estimated $15.2K and leaving 2,835 shares worth $601K. The position accounts for 0.08% of the portfolio, ranked #150.

Avitas Wealth Management first reported a position in NOW in Q1 2022 and has held it in 12 quarters since. 2,256 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

Avitas Wealth Management held 2,835 shares of ServiceNow worth $601K as of Q4 2024.
Avitas Wealth Management sold 75 ServiceNow shares in Q4 2024, an estimated $15.2K.
ServiceNow made up 0.08% of Avitas Wealth Management's portfolio in Q4 2024, its #150 holding.
Avitas Wealth Management first reported a position in ServiceNow in Q1 2022 and has held it in 12 quarters since.
2,256 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.