Wealthspire Advisors (Maryland)’s ServiceNow NOW Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$2.33M	Buy	24,030 +17,040	+244%	+$1.52M	0.08%	112
2020 Q2	$566K	Buy	6,990 +2,715	+64%	+$192K	0.04%	233
2020 Q1	$245K	Buy	+4,275	New	+$267K	0.02%	345
2019 Q2	–	Sell	-265	Closed	-$13K	–	1470
2019 Q1	$13K	Sell	265 -100	-27%	-$4.4K	﹤0.01%	1428
2018 Q4	$13K	Buy	365 +75	+26%	+$2.66K	﹤0.01%	1373
2018 Q3	$11K	Hold	290	–	–	﹤0.01%	1487
2018 Q2	$10K	Sell	290 -20	-6%	-$693	﹤0.01%	1547
2018 Q1	$10K	Buy	310 +35	+13%	+$1.08K	﹤0.01%	1576
2017 Q4	$7K	Sell	275 -235	-46%	-$5.84K	﹤0.01%	1725
2017 Q3	$12K	Buy	510 +35	+7%	+$778	﹤0.01%	1511
2017 Q2	$10K	Hold	475	–	–	﹤0.01%	1535
2017 Q1	$8K	Buy	+475	New	+$8.28K	﹤0.01%	1408
2016 Q2	–	Sell	-5,025	Closed	-$61K	–	1774
2016 Q1	$61K	Hold	5,025	–	–	0.01%	652
2015 Q4	$87K	Buy	+5,025	New	+$83K	0.02%	562

Other funds holding NOW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NOW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its ServiceNow (NOW) stake by 244% in Q3 2020, buying an estimated $1.52M and bringing the position to 24,030 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #112.

Wealthspire Advisors (Maryland) first reported a position in NOW in Q4 2015 and has held it in 14 quarters since. 1,127 funds tracked by Wall St. Rank hold NOW as of Q3 2020.

Wealthspire Advisors (Maryland) held 24,030 shares of ServiceNow worth $2.33M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 17,040 ServiceNow shares in Q3 2020, an estimated $1.52M.
ServiceNow made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #112 holding.
Wealthspire Advisors (Maryland) first reported a position in ServiceNow in Q4 2015 and has held it in 14 quarters since.
1,127 funds tracked by Wall St. Rank held ServiceNow as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.