Baystate Wealth Management’s ServiceNow NOW Stock Holding History

Baystate 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
2023 Q4	$49.5K	Buy	350 +110	+46%	+$13.9K	﹤0.01%	389
2023 Q3	$26.8K	Sell	240 -45	-16%	-$5.13K	﹤0.01%	433
2023 Q2	$32K	Hold	285	–	–	﹤0.01%	395
2023 Q1	$26.5K	Buy	285 +45	+19%	+$3.92K	﹤0.01%	421
2022 Q4	$19K	Hold	240	–	–	﹤0.01%	474
2022 Q3	$18K	Hold	240	–	–	﹤0.01%	445
2022 Q2	$23K	Hold	240	–	–	﹤0.01%	430
2022 Q1	$27K	Hold	240	–	–	﹤0.01%	408
2021 Q4	$31K	Hold	240	–	–	﹤0.01%	400
2021 Q3	$30K	Buy	240 +90	+60%	+$10.9K	﹤0.01%	359
2021 Q2	$16K	Buy	+150	New	+$15.2K	﹤0.01%	456
2021 Q1	–	Sell	-10	Closed	-$1K	–	792
2020 Q4	$1K	Buy	+10	New	+$1.04K	﹤0.01%	635

Other funds holding NOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Baystate Wealth Management's NOW Position: Q4 2023 in Review

Baystate Wealth Management increased its ServiceNow (NOW) stake by 46% in Q4 2023, buying an estimated $13.9K and bringing the position to 350 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Baystate Wealth Management first reported a position in NOW in Q4 2020 and has held it in 12 quarters since. 1,753 funds tracked by Wall St. Rank hold NOW as of Q4 2023.

Baystate Wealth Management held 350 shares of ServiceNow worth $49.5K as of Q4 2023.
Baystate Wealth Management bought 110 ServiceNow shares in Q4 2023, an estimated $13.9K.
ServiceNow made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #389 holding.
Baystate Wealth Management first reported a position in ServiceNow in Q4 2020 and has held it in 12 quarters since.
1,753 funds tracked by Wall St. Rank held ServiceNow as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.