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Beaumont Financial Advisors’s ServiceNow NOW Stock Holding History

Beaumont Financial 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 		– Sell
-1,310
Closed -$206K – 369
2024
Q2 		$206K Buy
+1,310
New +$192K 0.02% 348
2022
Q1 		– Sell
-1,745
Closed -$227K – 377
2021
Q4 		$227K Sell
1,745
-225
-11% -$29.5K 0.02% 332
2021
Q3 		$244K Buy
+1,970
New +$239K 0.02% 308

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beaumont Financial Advisors's NOW Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of ServiceNow (NOW) in Q3 2024, closing a stake of 1,310 shares — an estimated $206K sold.

Beaumont Financial Advisors first reported a position in NOW in Q3 2021 and held it in 3 quarters. The position peaked at $244K in Q3 2021. 1,941 funds tracked by Wall St. Rank hold NOW as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining ServiceNow position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,310 ServiceNow shares in Q3 2024, an estimated $206K.
  • Beaumont Financial Advisors first reported a position in ServiceNow in Q3 2021 and held it in 3 quarters.
  • Beaumont Financial Advisors's ServiceNow position peaked at $244K in Q3 2021.
  • 1,941 funds tracked by Wall St. Rank held ServiceNow as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.