Burt Wealth Advisors’s ServiceNow NOW Stock Holding History

Burt Wealth 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 Q2	–	Sell	-7,300	Closed	-$1.11M	–	118
2024 Q1	$1.11M	Buy	+7,300	New	+$1.11M	0.28%	37

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Burt Wealth Advisors's NOW Position: Q2 2024 in Review

Burt Wealth Advisors sold out of ServiceNow (NOW) in Q2 2024, closing a stake of 7,300 shares — an estimated $1.11M sold.

Burt Wealth Advisors first reported a position in NOW in Q1 2024 and held it in 1 quarter. The position peaked at $1.11M in Q1 2024. 1,873 funds tracked by Wall St. Rank hold NOW as of Q2 2024.

Burt Wealth Advisors reported no remaining ServiceNow position as of Q2 2024 after selling out during the quarter.
Burt Wealth Advisors sold 7,300 ServiceNow shares in Q2 2024, an estimated $1.11M.
Burt Wealth Advisors first reported a position in ServiceNow in Q1 2024 and held it in 1 quarter.
Burt Wealth Advisors's ServiceNow position peaked at $1.11M in Q1 2024.
1,873 funds tracked by Wall St. Rank held ServiceNow as of Q2 2024.

Based on Burt Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.