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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cassady Schiller Wealth Management's NOW Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its ServiceNow (NOW) stake by 44% in Q4 2024, buying an estimated $11.1K and bringing the position to 180 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #229.

Cassady Schiller Wealth Management first reported a position in NOW in Q4 2021 and has held it in 10 quarters since. 2,261 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

Cassady Schiller Wealth Management held 180 shares of ServiceNow worth $38.2K as of Q4 2024.
Cassady Schiller Wealth Management bought 55 ServiceNow shares in Q4 2024, an estimated $11.1K.
ServiceNow made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #229 holding.
Cassady Schiller Wealth Management first reported a position in ServiceNow in Q4 2021 and has held it in 10 quarters since.
2,261 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.