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Beverly Hills Private Wealth’s ServiceNow NOW Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-2,875
Closed -$317K – 317
2023
Q2 		$317K Buy
+2,875
New +$287K 0.05% 280

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beverly Hills Private Wealth's NOW Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of ServiceNow (NOW) in Q3 2023, closing a stake of 2,875 shares — an estimated $317K sold.

Beverly Hills Private Wealth first reported a position in NOW in Q2 2023 and held it in 1 quarter. The position peaked at $317K in Q2 2023. 1,563 funds tracked by Wall St. Rank hold NOW as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining ServiceNow position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,875 ServiceNow shares in Q3 2023, an estimated $317K.
  • Beverly Hills Private Wealth first reported a position in ServiceNow in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's ServiceNow position peaked at $317K in Q2 2023.
  • 1,563 funds tracked by Wall St. Rank held ServiceNow as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.