Financial Synergies Wealth Advisors’s ServiceNow NOW Stock Holding History

Financial Synergies 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	-15	Closed	-$2.29K	–	321
2024 Q1	$2.29K	Buy	+15	New	+$2.27K	﹤0.01%	308
2023 Q4	–	Sell	-15	Closed	-$1.68K	–	523
2023 Q3	$1.68K	Hold	15	–	–	﹤0.01%	321
2023 Q2	$1.69K	Hold	15	–	–	﹤0.01%	308
2023 Q1	$1.4K	Buy	+15	New	+$1.31K	﹤0.01%	343
2022 Q4	–	Sell	-15	Closed	-$1.13K	–	490
2022 Q3	$1.13K	Buy	+15	New	+$1.35K	﹤0.01%	284

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

Financial Synergies Wealth Advisors's NOW Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of ServiceNow (NOW) in Q2 2024, closing a stake of 15 shares — an estimated $2.29K sold.

Financial Synergies Wealth Advisors first reported a position in NOW in Q3 2022 and held it in 5 quarters. The position peaked at $2.29K in Q1 2024. 1,873 funds tracked by Wall St. Rank hold NOW as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining ServiceNow position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 15 ServiceNow shares in Q2 2024, an estimated $2.29K.
Financial Synergies Wealth Advisors first reported a position in ServiceNow in Q3 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's ServiceNow position peaked at $2.29K in Q1 2024.
1,873 funds tracked by Wall St. Rank held ServiceNow as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.