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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

TFO Wealth Partners's NOW Position: Q4 2023 in Review

TFO Wealth Partners sold out of ServiceNow (NOW) in Q4 2023, closing a stake of 515 shares — an estimated $57.9K sold.

TFO Wealth Partners first reported a position in NOW in Q4 2019 and held it in 6 quarters. The position peaked at $57.9K in Q3 2023. 1,753 funds tracked by Wall St. Rank hold NOW as of Q4 2023.

  • TFO Wealth Partners reported no remaining ServiceNow position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 515 ServiceNow shares in Q4 2023, an estimated $57.9K.
  • TFO Wealth Partners first reported a position in ServiceNow in Q4 2019 and held it in 6 quarters.
  • TFO Wealth Partners's ServiceNow position peaked at $57.9K in Q3 2023.
  • 1,753 funds tracked by Wall St. Rank held ServiceNow as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.