Kolinsky Wealth Management’s ServiceNow NOW Stock Holding History

Kolinsky Wealth 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 Q4	$1.07M	Sell	5,025 -55	-1%	-$11.1K	0.65%	21
2024 Q3	$909K	Buy	5,080 +100	+2%	+$16.4K	0.59%	28
2024 Q2	$784K	Buy	4,980 +310	+7%	+$45.5K	0.56%	32
2024 Q1	$712K	Sell	4,670 -90	-2%	-$13.6K	0.54%	34
2023 Q4	$673K	Sell	4,760 -350	-7%	-$44.1K	0.59%	30
2023 Q3	$571K	Buy	5,110 +260	+5%	+$29.7K	0.57%	33
2023 Q2	$532K	Buy	4,850 +905	+23%	+$90.5K	0.5%	37
2023 Q1	$367K	Buy	3,945 +75	+2%	+$6.53K	0.39%	59
2022 Q4	$301K	Buy	+3,870	New	+$302K	0.34%	75
2022 Q3	–	Sell	-2,665	Closed	-$253K	–	127
2022 Q2	$253K	Buy	2,665 +190	+8%	+$18.1K	0.3%	87
2022 Q1	$276K	Sell	2,475 -25	-1%	-$2.8K	0.27%	93
2021 Q4	$325K	Buy	+2,500	New	+$328K	0.3%	87

Other funds holding NOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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