Institutional & Family Asset Management’s ServiceNow NOW Stock Holding History

Institutional & Family Asset Management’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 Q2	$48K	Buy	305 +25	+9%	+$3.67K	0.01%	240
2024 Q1	$42.7K	Buy	280 +25	+10%	+$3.79K	0.01%	251
2023 Q4	$36K	Buy	255 +105	+70%	+$13.2K	0.01%	258
2023 Q3	$16.8K	Buy	+150	New	+$17.1K	﹤0.01%	323
2021 Q4	–	Sell	-5	Closed	-$1K	–	883
2021 Q3	$1K	Sell	5 -20	-80%	-$2.42K	﹤0.01%	855
2021 Q2	$3K	Sell	25 -30	-55%	-$3.04K	﹤0.01%	783
2021 Q1	$6K	Sell	55 -265	-83%	-$28K	﹤0.01%	661
2020 Q4	$35K	Buy	+320	New	+$33.3K	0.01%	373
2019 Q4	–	Sell	-40	Closed	-$2K	–	880
2019 Q3	$2K	Sell	40 -180	-82%	-$9.79K	﹤0.01%	711
2019 Q2	$12K	Buy	220 +105	+91%	+$5.52K	﹤0.01%	479
2019 Q1	$6K	Buy	+115	New	+$5.06K	﹤0.01%	579

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Institutional & Family Asset Management's NOW Position: Q2 2024 in Review

Institutional & Family Asset Management increased its ServiceNow (NOW) stake by 8.9% in Q2 2024, buying an estimated $3.67K and bringing the position to 305 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #240.

Institutional & Family Asset Management first reported a position in NOW in Q1 2019 and has held it in 11 quarters since. 1,877 funds tracked by Wall St. Rank hold NOW as of Q2 2024.

Institutional & Family Asset Management held 305 shares of ServiceNow worth $48K as of Q2 2024.
Institutional & Family Asset Management bought 25 ServiceNow shares in Q2 2024, an estimated $3.67K.
ServiceNow made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #240 holding.
Institutional & Family Asset Management first reported a position in ServiceNow in Q1 2019 and has held it in 11 quarters since.
1,877 funds tracked by Wall St. Rank held ServiceNow as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.