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BMS Financial Advisors’s ServiceNow NOW Stock Holding History

BMS 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
2023
Q2 		– Sell
-3,745
Closed -$348K – 126
2023
Q1 		$348K Buy
3,745
+585
+19% +$50.9K 0.24% 89
2022
Q4 		$245K Sell
3,160
-100
-3% -$7.82K 0.16% 87
2022
Q3 		$246K Sell
3,260
-3,080
-49% -$277K 0.17% 95
2022
Q2 		$603K Buy
6,340
+355
+6% +$33.8K 0.39% 42
2022
Q1 		$667K Buy
5,985
+670
+13% +$75.1K 0.42% 44
2021
Q4 		$690K Buy
+5,315
New +$698K 0.44% 42

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
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

BMS Financial Advisors's NOW Position: Q2 2023 in Review

BMS Financial Advisors sold out of ServiceNow (NOW) in Q2 2023, closing a stake of 3,745 shares — an estimated $348K sold.

BMS Financial Advisors first reported a position in NOW in Q4 2021 and held it in 6 quarters. The position peaked at $690K in Q4 2021. 1,501 funds tracked by Wall St. Rank hold NOW as of Q2 2023.

  • BMS Financial Advisors reported no remaining ServiceNow position as of Q2 2023 after selling out during the quarter.
  • BMS Financial Advisors sold 3,745 ServiceNow shares in Q2 2023, an estimated $348K.
  • BMS Financial Advisors first reported a position in ServiceNow in Q4 2021 and held it in 6 quarters.
  • BMS Financial Advisors's ServiceNow position peaked at $690K in Q4 2021.
  • 1,501 funds tracked by Wall St. Rank held ServiceNow as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.