IWS
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Insight Wealth Strategies’s ServiceNow NOW Stock Holding History

Insight Wealth Strategies’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 		– Sell
-12,700
Closed -$1.21M – 145
2022
Q3 		$1.21M Hold
12,700
– – 0.22% 85
2022
Q2 		$1.21M Sell
12,700
-360
-3% -$34.3K 0.22% 85
2022
Q1 		$1.46M Buy
13,060
+505
+4% +$56.6K 0.21% 78
2021
Q4 		$1.63M Sell
12,555
-95
-0.8% -$12.5K 0.23% 64
2021
Q3 		$1.57M Buy
12,650
+205
+2% +$24.8K 0.22% 67
2021
Q2 		$1.37M Sell
12,445
-2,855
-19% -$289K 0.19% 70
2021
Q1 		$1.53M Buy
15,300
+1,630
+12% +$172K 0.21% 70
2020
Q4 		$1.5M Buy
13,670
+65
+0.5% +$6.76K 0.26% 54
2020
Q3 		$1.32M Buy
13,605
+3,745
+38% +$334K 0.25% 50
2020
Q2 		$799K Buy
9,860
+1,670
+20% +$118K 0.18% 57
2020
Q1 		$469K Sell
8,190
-12,600
-61% -$788K 0.12% 79
2019
Q4 		$1.17M Buy
20,790
+760
+4% +$40K 0.25% 69
2019
Q3 		$1.02M Buy
20,030
+2,410
+14% +$131K 0.24% 68
2019
Q2 		$968K Buy
17,620
+3,975
+29% +$209K 0.24% 67
2019
Q1 		$673K Buy
13,645
+715
+6% +$31.4K 0.19% 79
2018
Q4 		$460K Buy
+12,930
New +$459K 0.14% 90

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return