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WR Wealth Planners’s ServiceNow NOW Stock Holding History

WR Wealth Planners’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
Q4 		$46.6K Buy
220
+10
+5% +$2.03K 0.02% 327
2024
Q3 		$37.6K Sell
210
-15
-7% -$2.47K 0.01% 378
2024
Q2 		$35.4K Buy
225
+15
+7% +$2.2K 0.01% 368
2024
Q1 		$32K Buy
+210
New +$31.8K 0.01% 387
2023
Q4 		– Sell
-155
Closed -$17.3K – 621
2023
Q3 		$17.3K Buy
155
+45
+41% +$5.13K 0.01% 449
2023
Q2 		$12.4K Buy
110
+65
+144% +$6.5K ﹤0.01% 512
2023
Q1 		$4.18K Buy
45
+40
+800% +$3.48K ﹤0.01% 706
2022
Q4 		$388 Hold
5
– – ﹤0.01% 455
2022
Q3 		$378 Sell
5
-60
-92% -$5.4K ﹤0.01% 453
2022
Q2 		$6.18K Hold
65
– – ﹤0.01% 324
2022
Q1 		$7.24K Buy
+65
New +$7.28K ﹤0.01% 329

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WR Wealth Planners's NOW Position: Q4 2024 in Review

WR Wealth Planners increased its ServiceNow (NOW) stake by 4.8% in Q4 2024, buying an estimated $2.03K and bringing the position to 220 shares worth $46.6K. The position accounts for 0.02% of the portfolio, ranked #327.

WR Wealth Planners first reported a position in NOW in Q1 2022 and has held it in 11 quarters since. 2,257 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

  • WR Wealth Planners held 220 shares of ServiceNow worth $46.6K as of Q4 2024.
  • WR Wealth Planners bought 10 ServiceNow shares in Q4 2024, an estimated $2.03K.
  • ServiceNow made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #327 holding.
  • WR Wealth Planners first reported a position in ServiceNow in Q1 2022 and has held it in 11 quarters since.
  • 2,257 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.