IWP
NOW icon

Icon Wealth Partners’s ServiceNow NOW Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$5.54M Buy
49,575
+305
+0.6% +$34.8K 0.63% 30
2023
Q2 		$5.54M Sell
49,270
-2,265
-4% -$226K 0.59% 30
2023
Q1 		$4.79M Buy
+51,535
New +$4.49M 0.52% 44
2022
Q2 		$3.64M Buy
38,290
+2,815
+8% +$268K 0.44% 58
2022
Q1 		$3.95M Buy
35,475
+2,280
+7% +$255K 0.39% 67
2021
Q4 		$4.31M Buy
33,195
+940
+3% +$123K 0.43% 63
2021
Q3 		$4.01M Sell
32,255
-2,400
-7% -$291K 0.42% 62
2021
Q2 		$3.81M Buy
34,655
+4,015
+13% +$407K 0.41% 68
2021
Q1 		$3.06M Buy
30,640
+5,580
+22% +$589K 0.38% 75
2020
Q4 		$2.76M Buy
25,060
+5,480
+28% +$570K 0.44% 63
2020
Q3 		$1.9M Buy
+19,580
New +$1.75M 0.37% 72
2019
Q2 		– Sell
-1,695
Closed -$84K – 570
2019
Q1 		$84K Buy
+1,695
New +$74.5K 0.03% 259
2018
Q3 		– Sell
-190
Closed -$7K – 580
2018
Q2 		$7K Buy
+190
New +$6.58K ﹤0.01% 728
2018
Q1 		– Sell
-185
Closed -$5K – 580
2017
Q4 		$5K Buy
+185
New +$4.6K ﹤0.01% 782

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Icon Wealth Partners's NOW Position: Q3 2023 in Review

Icon Wealth Partners increased its ServiceNow (NOW) stake by 0.62% in Q3 2023, buying an estimated $34.8K and bringing the position to 49,575 shares worth $5.54M. The position accounts for 0.63% of the portfolio, ranked #30.

Icon Wealth Partners first reported a position in NOW in Q4 2017 and has held it in 14 quarters since. 1,562 funds tracked by Wall St. Rank hold NOW as of Q3 2023.

  • Icon Wealth Partners held 49,575 shares of ServiceNow worth $5.54M as of Q3 2023.
  • Icon Wealth Partners bought 305 ServiceNow shares in Q3 2023, an estimated $34.8K.
  • ServiceNow made up 0.63% of Icon Wealth Partners's portfolio in Q3 2023, its #30 holding.
  • Icon Wealth Partners first reported a position in ServiceNow in Q4 2017 and has held it in 14 quarters since.
  • 1,562 funds tracked by Wall St. Rank held ServiceNow as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.