Ropes Wealth Advisors’s ServiceNow NOW Stock Holding History

Ropes 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
2023 Q3	–	Sell	-1,890	Closed	-$212K	–	269
2023 Q2	$212K	Buy	+1,890	New	+$189K	0.04%	267
2022 Q2	–	Sell	-1,840	Closed	-$205K	–	280
2022 Q1	$205K	Sell	1,840 -10	-0.5%	-$1.12K	0.04%	279
2021 Q4	$240K	Buy	+1,850	New	+$243K	0.04%	244
2021 Q1	–	Sell	-25	Closed	-$3K	–	595
2020 Q4	$3K	Buy	+25	New	+$2.6K	﹤0.01%	613

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ropes Wealth Advisors's NOW Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of ServiceNow (NOW) in Q3 2023, closing a stake of 1,890 shares — an estimated $212K sold.

Ropes Wealth Advisors first reported a position in NOW in Q4 2020 and held it in 4 quarters. The position peaked at $240K in Q4 2021. 1,562 funds tracked by Wall St. Rank hold NOW as of Q3 2023.

Ropes Wealth Advisors reported no remaining ServiceNow position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 1,890 ServiceNow shares in Q3 2023, an estimated $212K.
Ropes Wealth Advisors first reported a position in ServiceNow in Q4 2020 and held it in 4 quarters.
Ropes Wealth Advisors's ServiceNow position peaked at $240K in Q4 2021.
1,562 funds tracked by Wall St. Rank held ServiceNow as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.