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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BerganKDV Wealth Management's NOW Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its ServiceNow (NOW) stake by 24% in Q2 2023, selling an estimated $8.5K and leaving 265 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

BerganKDV Wealth Management first reported a position in NOW in Q4 2019 and has held it in 15 quarters since. The position peaked at $47K in Q4 2021. 1,501 funds tracked by Wall St. Rank hold NOW as of Q2 2023.

BerganKDV Wealth Management held 265 shares of ServiceNow worth $29.8K as of Q2 2023.
BerganKDV Wealth Management sold 85 ServiceNow shares in Q2 2023, an estimated $8.5K.
ServiceNow made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #442 holding.
BerganKDV Wealth Management first reported a position in ServiceNow in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's ServiceNow position peaked at $47K in Q4 2021.
1,501 funds tracked by Wall St. Rank held ServiceNow as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.