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Heritage Financial Services’s ServiceNow NOW Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-170
Closed -$16K – 329
2022
Q2 		$16K Buy
+170
New +$16.2K 0.01% 268

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's NOW Position: Q3 2022 in Review

Heritage Financial Services sold out of ServiceNow (NOW) in Q3 2022, closing a stake of 170 shares — an estimated $16K sold.

Heritage Financial Services first reported a position in NOW in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 1,320 funds tracked by Wall St. Rank hold NOW as of Q3 2022.

  • Heritage Financial Services reported no remaining ServiceNow position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 170 ServiceNow shares in Q3 2022, an estimated $16K.
  • Heritage Financial Services first reported a position in ServiceNow in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's ServiceNow position peaked at $16K in Q2 2022.
  • 1,320 funds tracked by Wall St. Rank held ServiceNow as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.