Heritage Wealth Management (Arizona)’s ServiceNow NOW Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$667K	Buy	8,590 +4,515	+111%	+$353K	0.1%	152
2022 Q3	$308K	Buy	4,075 +45	+1%	+$4.05K	0.1%	146
2022 Q2	$383K	Sell	4,030 -55	-1%	-$5.24K	0.13%	122
2022 Q1	$455K	Buy	+4,085	New	+$458K	0.12%	129
2021 Q3	$541K	Buy	4,345 +165	+4%	+$20K	0.19%	83
2021 Q2	$459K	Buy	4,180 +265	+7%	+$26.9K	0.17%	95
2021 Q1	$392K	Buy	+3,915	New	+$413K	0.22%	83

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NOW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ServiceNow (NOW) stake by 111% in Q4 2022, buying an estimated $353K and bringing the position to 8,590 shares worth $667K. The position accounts for 0.1% of the portfolio, ranked #152.

Heritage Wealth Management (Arizona) first reported a position in NOW in Q1 2021 and has held it in 7 quarters since. 1,359 funds tracked by Wall St. Rank hold NOW as of Q4 2022.

Heritage Wealth Management (Arizona) held 8,590 shares of ServiceNow worth $667K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 4,515 ServiceNow shares in Q4 2022, an estimated $353K.
ServiceNow made up 0.1% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #152 holding.
Heritage Wealth Management (Arizona) first reported a position in ServiceNow in Q1 2021 and has held it in 7 quarters since.
1,359 funds tracked by Wall St. Rank held ServiceNow as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.