TrueWealth Advisors’s ServiceNow NOW Stock Holding History

TrueWealth 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
2024 Q3	–	Sell	-2,000	Closed	-$315K	–	234
2024 Q2	$315K	Buy	+2,000	New	+$293K	0.12%	145

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TrueWealth Advisors's NOW Position: Q3 2024 in Review

TrueWealth Advisors sold out of ServiceNow (NOW) in Q3 2024, closing a stake of 2,000 shares — an estimated $315K sold.

TrueWealth Advisors first reported a position in NOW in Q2 2024 and held it in 1 quarter. The position peaked at $315K in Q2 2024. 1,937 funds tracked by Wall St. Rank hold NOW as of Q3 2024.

TrueWealth Advisors reported no remaining ServiceNow position as of Q3 2024 after selling out during the quarter.
TrueWealth Advisors sold 2,000 ServiceNow shares in Q3 2024, an estimated $315K.
TrueWealth Advisors first reported a position in ServiceNow in Q2 2024 and held it in 1 quarter.
TrueWealth Advisors's ServiceNow position peaked at $315K in Q2 2024.
1,937 funds tracked by Wall St. Rank held ServiceNow as of Q3 2024.

Based on TrueWealth Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.