CSWM
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Cassady Schiller Wealth Management’s ServiceNow NOW Stock Holding History

Cassady Schiller 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
2024
Q4 		$38.2K Buy
180
+55
+44% +$11.1K 0.01% 229
2024
Q3 		$22.4K Hold
125
– – 0.01% 263
2024
Q2 		$19.7K Sell
125
-40
-24% -$5.87K 0.01% 274
2024
Q1 		$25.2K Buy
165
+40
+32% +$6.06K 0.01% 268
2023
Q4 		$17.7K Hold
125
– – 0.01% 291
2023
Q3 		$14K Hold
125
– – 0.01% 304
2023
Q2 		$14K Hold
125
– – 0.01% 315
2023
Q1 		$11.6K Hold
125
– – 0.01% 312
2022
Q4 		$9.71K Buy
+125
New +$9.77K 0.01% 319
2022
Q1 		– Sell
-150
Closed -$19K – 426
2021
Q4 		$19K Buy
+150
New +$19.7K 0.01% 273

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return