Lenox Wealth Advisors’s ServiceNow NOW Stock Holding History

Lenox 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
2022 Q1	$172K	Buy	1,670 +20	+1%	+$2.24K	0.02%	120
2021 Q4	$214K	Sell	1,650 -1,125	-41%	-$148K	0.03%	108
2021 Q3	$345K	Buy	2,775 +525	+23%	+$63.6K	0.04%	78
2021 Q2	$247K	Buy	2,250 +1,140	+103%	+$116K	0.03%	92
2021 Q1	$111K	Hold	1,110	–	–	0.02%	123
2020 Q4	$122K	Hold	1,110	–	–	0.02%	113
2020 Q3	$108K	Sell	1,110 -55	-5%	-$4.91K	0.02%	110
2020 Q2	$94K	Hold	1,165	–	–	0.01%	108
2020 Q1	$67K	Buy	1,165 +55	+5%	+$3.44K	0.01%	114
2019 Q4	$63K	Hold	1,110	–	–	0.01%	152
2019 Q3	$56K	Hold	1,110	–	–	0.01%	147
2019 Q2	$61K	Hold	1,110	–	–	0.01%	134
2019 Q1	$55K	Hold	1,110	–	–	0.01%	123
2018 Q4	$40K	Hold	1,110	–	–	0.01%	138
2018 Q3	$43K	Sell	1,110 -585	-35%	-$22.1K	0.01%	146
2018 Q2	$58K	Sell	1,695 -965	-36%	-$33.4K	0.01%	128
2018 Q1	$88K	Buy	2,660 +815	+44%	+$25.2K	0.02%	111
2017 Q4	$48K	Buy	+1,845	New	+$45.9K	0.01%	102
2016 Q1	–	Sell	-120	Closed	-$2K	–	359
2015 Q4	$2K	Hold	120	–	–	﹤0.01%	326
2015 Q3	$2K	Hold	120	–	–	﹤0.01%	347
2015 Q2	$2K	Hold	120	–	–	﹤0.01%	267
2015 Q1	$2K	Hold	120	–	–	﹤0.01%	304
2014 Q4	$2K	Buy	+120	New	+$1.53K	﹤0.01%	306

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Lenox Wealth Advisors's NOW Position: Q1 2022 in Review

Lenox Wealth Advisors increased its ServiceNow (NOW) stake by 1.2% in Q1 2022, buying an estimated $2.24K and bringing the position to 1,670 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #120.

Lenox Wealth Advisors first reported a position in NOW in Q4 2014 and has held it in 23 quarters since. The position peaked at $345K in Q3 2021. 1,405 funds tracked by Wall St. Rank hold NOW as of Q1 2022.

Lenox Wealth Advisors held 1,670 shares of ServiceNow worth $172K as of Q1 2022.
Lenox Wealth Advisors bought 20 ServiceNow shares in Q1 2022, an estimated $2.24K.
ServiceNow made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #120 holding.
Lenox Wealth Advisors first reported a position in ServiceNow in Q4 2014 and has held it in 23 quarters since.
Lenox Wealth Advisors's ServiceNow position peaked at $345K in Q3 2021.
1,405 funds tracked by Wall St. Rank held ServiceNow as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.