Polaris Wealth Advisory Group’s ServiceNow NOW Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$3.1M	Buy	27,700 +950	+4%	+$108K	0.24%	92
2023 Q2	$3.01M	Buy	26,750 +930	+4%	+$93K	0.23%	91
2023 Q1	$2.4M	Buy	+25,820	New	+$2.25M	0.18%	93
2020 Q4	–	Sell	-3,630	Closed	-$364K	–	204
2020 Q3	$364K	Buy	+3,630	New	+$324K	0.03%	121
2019 Q3	–	Sell	-70,425	Closed	-$3.99M	–	173
2019 Q2	$3.99M	Sell	70,425 -1,265	-2%	-$66.5K	0.3%	57
2019 Q1	$3.52M	Sell	71,690 -26,815	-27%	-$1.18M	0.26%	69
2018 Q4	$3.51M	Sell	98,505 -2,730	-3%	-$96.9K	0.33%	55
2018 Q3	$3.96M	Sell	101,235 -13,020	-11%	-$492K	0.27%	74
2018 Q2	$3.78M	Hold	114,255	–	–	0.32%	56
2018 Q1	$3.78M	Buy	114,255 +28,370	+33%	+$876K	0.31%	57
2017 Q4	$2.24M	Buy	85,885 +16,975	+25%	+$422K	0.18%	70
2017 Q3	$1.62M	Buy	68,910 +10,620	+18%	+$236K	0.14%	76
2017 Q2	$1.24M	Buy	+58,290	New	+$1.14M	0.14%	69

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polaris Wealth Advisory Group's NOW Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its ServiceNow (NOW) stake by 3.6% in Q3 2023, buying an estimated $108K and bringing the position to 27,700 shares worth $3.1M. The position accounts for 0.24% of the portfolio, ranked #92.

Polaris Wealth Advisory Group first reported a position in NOW in Q2 2017 and has held it in 13 quarters since. The position peaked at $3.99M in Q2 2019. 1,562 funds tracked by Wall St. Rank hold NOW as of Q3 2023.

Polaris Wealth Advisory Group held 27,700 shares of ServiceNow worth $3.1M as of Q3 2023.
Polaris Wealth Advisory Group bought 950 ServiceNow shares in Q3 2023, an estimated $108K.
ServiceNow made up 0.24% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #92 holding.
Polaris Wealth Advisory Group first reported a position in ServiceNow in Q2 2017 and has held it in 13 quarters since.
Polaris Wealth Advisory Group's ServiceNow position peaked at $3.99M in Q2 2019.
1,562 funds tracked by Wall St. Rank held ServiceNow as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.