Ownership history in Global Wealth Strategies & Associates Β· 5 quarters on record
This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in SERVICENOW INC COM (NOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Global Wealth Strategies & Associates underperformed the S&P 500 by β4.8% annually on this NOW position. Timing score: 100% (3/3 decisions correct). Average cost basis: $171.02. Maximum drawdown during holding period: β24.9%.
β οΈ Trailed SPY by 4.8% ann. on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $159.23 (2025 Q1) Β· Worst: $178.88 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size