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LWAC
Laurel Wealth Advisors (California)’s
ServiceNow
NOW
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
NOW Stock Details
NOW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$6.73M
Buy
86,645
+37,425
+76%
+$2.93M
0.66%
36
2022
Q3
$3.72M
Buy
49,220
+4,390
+10%
+$395K
0.4%
62
2022
Q2
$4.26M
Sell
44,830
-775
-2%
-$73.9K
0.44%
56
2022
Q1
$5.08M
Buy
45,605
+8,800
+24%
+$986K
0.42%
55
2021
Q4
$4.78M
Buy
36,805
+11,520
+46%
+$1.51M
0.37%
62
2021
Q3
$3.15M
Sell
25,285
-1,550
-6%
-$188K
0.58%
31
2021
Q2
$2.95M
Buy
26,835
+1,345
+5%
+$136K
0.38%
58
2021
Q1
$2.55M
Buy
25,490
+11,285
+79%
+$1.19M
0.39%
58
2020
Q4
$1.56M
Buy
14,205
+5
+0%
+$520
0.23%
106
2020
Q3
$1.38M
Sell
14,200
-1,325
-9%
-$118K
0.23%
107
2020
Q2
$1.26M
Sell
15,525
-10
-0.1%
-$706
0.23%
109
2020
Q1
$890K
Buy
15,535
+35
+0.2%
+$2.19K
0.21%
124
2019
Q4
$875K
Sell
15,500
-1,100
-7%
-$58K
0.15%
167
2019
Q3
$843K
Buy
+16,600
New
+$903K
0.14%
170
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$2.9T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Polen Capital Management
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$14.5B AUM
5.7%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Edgewood Management
Greenwich, Connecticut
$15.5B AUM
9.67%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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