IWA
NOW icon

IBEX Wealth Advisors’s ServiceNow NOW Stock Holding History

IBEX 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
-471,945
Closed -$968K – 223
2024
Q3 		$968K Buy
471,945
+471,660
+165,495% +$77.5M 0.27% 61
2024
Q2 		$44.8K Buy
+285
New +$41.8K 0.01% 165
2022
Q4 		– Sell
-30,965
Closed -$2.34M – 181
2022
Q3 		$2.34M Sell
30,965
-630
-2% -$56.7K 0.61% 58
2022
Q2 		$3M Buy
31,595
+90
+0.3% +$8.58K 0.69% 55
2022
Q1 		$3.51M Sell
31,505
-285
-0.9% -$31.9K 0.67% 52
2021
Q4 		$4.13M Buy
31,790
+175
+0.6% +$23K 0.73% 53
2021
Q3 		$3.94M Buy
31,615
+2,855
+10% +$346K 0.76% 50
2021
Q2 		$3.16M Buy
+28,760
New +$2.92M 0.63% 67

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

IBEX Wealth Advisors's NOW Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of ServiceNow (NOW) in Q4 2024, closing a stake of 471,945 shares — an estimated $968K sold.

IBEX Wealth Advisors first reported a position in NOW in Q2 2021 and held it in 8 quarters. The position peaked at $4.13M in Q4 2021. 2,256 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining ServiceNow position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 471,945 ServiceNow shares in Q4 2024, an estimated $968K.
  • IBEX Wealth Advisors first reported a position in ServiceNow in Q2 2021 and held it in 8 quarters.
  • IBEX Wealth Advisors's ServiceNow position peaked at $4.13M in Q4 2021.
  • 2,256 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.