Delap Wealth Advisory’s ServiceNow NOW Stock Holding History

Delap Wealth Advisory’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	-3,350	Closed	-$511K	–	237
2024 Q1	$511K	Buy	+3,350	New	+$508K	0.21%	72

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

Delap Wealth Advisory's NOW Position: Q2 2024 in Review

Delap Wealth Advisory sold out of ServiceNow (NOW) in Q2 2024, closing a stake of 3,350 shares — an estimated $511K sold.

Delap Wealth Advisory first reported a position in NOW in Q1 2024 and held it in 1 quarter. The position peaked at $511K in Q1 2024. 1,873 funds tracked by Wall St. Rank hold NOW as of Q2 2024.

Delap Wealth Advisory reported no remaining ServiceNow position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,350 ServiceNow shares in Q2 2024, an estimated $511K.
Delap Wealth Advisory first reported a position in ServiceNow in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's ServiceNow position peaked at $511K in Q1 2024.
1,873 funds tracked by Wall St. Rank held ServiceNow as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.