PFG Private Wealth Management’s ServiceNow NOW Stock Holding History

PFG Private 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
2025 Q1	–	Sell	-250	Closed	-$53K	–	292
2024 Q4	$53K	Hold	250	–	–	0.03%	88
2024 Q3	$44.7K	Hold	250	–	–	0.03%	97
2024 Q2	$39.3K	Hold	250	–	–	0.02%	101
2024 Q1	$38.1K	Buy	+250	New	+$37.9K	0.02%	98
2023 Q4	–	Sell	-250	Closed	-$27.9K	–	276
2023 Q3	$27.9K	Buy	+250	New	+$28.5K	0.02%	149
2023 Q2	–	Sell	-250	Closed	-$23.2K	–	291
2023 Q1	$23.2K	Hold	250	–	–	0.01%	170
2022 Q4	$19K	Hold	250	–	–	0.01%	164
2022 Q3	$19K	Buy	+250	New	+$22.5K	0.01%	159
2022 Q2	–	Sell	-250	Closed	-$28K	–	326
2022 Q1	$28K	Hold	250	–	–	0.01%	167
2021 Q4	$32K	Hold	250	–	–	0.02%	167
2021 Q3	$31K	Buy	+250	New	+$30.3K	0.02%	161

Other funds holding NOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

PFG Private Wealth Management's NOW Position: Q1 2025 in Review

PFG Private Wealth Management sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 250 shares — an estimated $53K sold.

PFG Private Wealth Management first reported a position in NOW in Q3 2021 and held it in 11 quarters. The position peaked at $53K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

PFG Private Wealth Management reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 250 ServiceNow shares in Q1 2025, an estimated $53K.
PFG Private Wealth Management first reported a position in ServiceNow in Q3 2021 and held it in 11 quarters.
PFG Private Wealth Management's ServiceNow position peaked at $53K in Q4 2024.
2,164 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on PFG Private Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.