BWM
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BerganKDV Wealth Management’s ServiceNow NOW Stock Holding History

BerganKDV 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
Q2 		$29.8K Sell
265
-85
-24% -$8.5K ﹤0.01% 442
2023
Q1 		$32.5K Hold
350
– – ﹤0.01% 446
2022
Q4 		$27.2K Buy
350
+10
+3% +$782 ﹤0.01% 456
2022
Q3 		$26K Hold
340
– – ﹤0.01% 456
2022
Q2 		$32K Sell
340
-5
-1% -$477 ﹤0.01% 438
2022
Q1 		$38K Sell
345
-20
-5% -$2.24K ﹤0.01% 426
2021
Q4 		$47K Buy
365
+25
+7% +$3.28K ﹤0.01% 433
2021
Q3 		$42K Buy
340
+240
+240% +$29.1K ﹤0.01% 426
2021
Q2 		$11K Hold
100
– – ﹤0.01% 593
2021
Q1 		$10K Hold
100
– – ﹤0.01% 578
2020
Q4 		$11K Sell
100
-30
-23% -$3.12K ﹤0.01% 560
2020
Q3 		$13K Sell
130
-30
-19% -$2.68K ﹤0.01% 480
2020
Q2 		$13K Buy
160
+65
+68% +$4.59K ﹤0.01% 503
2020
Q1 		$5K Buy
95
+30
+46% +$1.88K ﹤0.01% 585
2019
Q4 		$4K Buy
+65
New +$3.42K ﹤0.01% 669

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return