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TFO Wealth Partners’s ServiceNow NOW Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-515
Closed -$57.9K – 1042
2023
Q3 		$57.9K Buy
515
+5
+1% +$570 0.01% 83
2023
Q2 		$57.3K Buy
+510
New +$51K 0.01% 73
2022
Q3 		– Sell
-45
Closed -$4K – 375
2022
Q2 		$4K Buy
+45
New +$4.29K ﹤0.01% 230
2021
Q3 		– Sell
-95
Closed -$11K – 171
2021
Q2 		$11K Buy
+95
New +$9.63K ﹤0.01% 64
2020
Q3 		– Sell
-125
Closed -$10K – 172
2020
Q2 		$10K Buy
+125
New +$8.83K ﹤0.01% 90
2020
Q1 		– Sell
-250
Closed -$14K – 161
2019
Q4 		$14K Buy
+250
New +$13.2K 0.01% 117

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return