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Heritage Oak Wealth Advisors’s ServiceNow NOW Stock Holding History

Heritage Oak 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
Q4 		– Sell
-3,265
Closed -$584K – 145
2024
Q3 		$584K Buy
+3,265
New +$537K 0.27% 61

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

Heritage Oak Wealth Advisors's NOW Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of ServiceNow (NOW) in Q4 2024, closing a stake of 3,265 shares — an estimated $584K sold.

Heritage Oak Wealth Advisors first reported a position in NOW in Q3 2024 and held it in 1 quarter. The position peaked at $584K in Q3 2024. 2,256 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining ServiceNow position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,265 ServiceNow shares in Q4 2024, an estimated $584K.
  • Heritage Oak Wealth Advisors first reported a position in ServiceNow in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's ServiceNow position peaked at $584K in Q3 2024.
  • 2,256 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.