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Next Financial Group’s ServiceNow NOW Stock Holding History

Next Financial Group’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
2021
Q4 		$2.77M Buy
21,330
+1,825
+9% +$240K 0.18% 121
2021
Q3 		$2.43M Buy
19,505
+1,440
+8% +$174K 0.19% 122
2021
Q2 		$1.99M Buy
18,065
+9,815
+119% +$995K 0.16% 145
2021
Q1 		$826K Sell
8,250
-275
-3% -$29K 0.07% 282
2020
Q4 		$939K Sell
8,525
-7,300
-46% -$759K 0.09% 231
2020
Q3 		$1.53M Buy
15,825
+2,105
+15% +$188K 0.17% 130
2020
Q2 		$1.11M Buy
13,720
+2,860
+26% +$202K 0.13% 178
2020
Q1 		$623K Buy
10,860
+990
+10% +$61.9K 0.08% 229
2019
Q4 		$558K Buy
9,870
+4,080
+70% +$215K 0.06% 344
2019
Q3 		$294K Buy
5,790
+780
+16% +$42.4K 0.03% 509
2019
Q2 		$275K Buy
5,010
+4,910
+4,910% +$258K 0.03% 549
2019
Q1 		$5K Sell
100
-1,475
-94% -$64.8K ﹤0.01% 1264
2018
Q4 		$56K Buy
1,575
+1,475
+1,475% +$52.3K 0.01% 772
2018
Q3 		$4K Buy
+100
New +$3.78K ﹤0.01% 1205
2017
Q4 		– Sell
-550
Closed -$13K – 1004
2017
Q3 		$13K Buy
+550
New +$12.2K ﹤0.01% 1119
2016
Q3 		– Sell
-15
Closed – – 2407
2016
Q2 		$0 Hold
15
– – ﹤0.01% 1815
2016
Q1 		$0 Hold
15
– – ﹤0.01% 1813
2015
Q4 		$0 Buy
+15
New +$248 ﹤0.01% 1895
2014
Q4 		– Sell
-400
Closed -$5K – 2192
2014
Q3 		$5K Buy
+400
New +$4.72K ﹤0.01% 2061

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's NOW Position: Q4 2021 in Review

Next Financial Group increased its ServiceNow (NOW) stake by 9.4% in Q4 2021, buying an estimated $240K and bringing the position to 21,330 shares worth $2.77M. The position accounts for 0.18% of the portfolio, ranked #121.

Next Financial Group first reported a position in NOW in Q3 2014 and has held it in 19 quarters since. 1,412 funds tracked by Wall St. Rank hold NOW as of Q4 2021.

  • Next Financial Group held 21,330 shares of ServiceNow worth $2.77M as of Q4 2021.
  • Next Financial Group bought 1,825 ServiceNow shares in Q4 2021, an estimated $240K.
  • ServiceNow made up 0.18% of Next Financial Group's portfolio in Q4 2021, its #121 holding.
  • Next Financial Group first reported a position in ServiceNow in Q3 2014 and has held it in 19 quarters since.
  • 1,412 funds tracked by Wall St. Rank held ServiceNow as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.