Lantern Wealth Advisors’s ServiceNow NOW Stock Holding History

Lantern 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	$239K	Hold	1,125	–	–	0.15%	120
2024 Q3	$201K	Sell	1,125 -375	-25%	-$61.7K	0.14%	123
2024 Q2	$236K	Hold	1,500	–	–	0.17%	112
2024 Q1	$229K	Buy	1,500 +50	+3%	+$7.58K	0.16%	115
2023 Q4	$205K	Buy	+1,450	New	+$183K	0.16%	110

Other funds holding NOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lantern Wealth Advisors held its ServiceNow (NOW) position steady in Q4 2024 at 1,125 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #120.

Lantern Wealth Advisors first reported a position in NOW in Q4 2023 and has held it in 5 quarters since. 2,256 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

Lantern Wealth Advisors held 1,125 shares of ServiceNow worth $239K as of Q4 2024.
Lantern Wealth Advisors left its ServiceNow share count unchanged in Q4 2024.
ServiceNow made up 0.15% of Lantern Wealth Advisors's portfolio in Q4 2024, its #120 holding.
Lantern Wealth Advisors first reported a position in ServiceNow in Q4 2023 and has held it in 5 quarters since.
2,256 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on Lantern Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.