AWC
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Abundance Wealth Counselors’s nCino NCNO Stock Holding History

Abundance Wealth Counselors’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$33K – 243
2021
Q1 		$33K Buy
+500
New +$35.7K 0.01% 193

Other funds holding NCNO

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T. Rowe Price Associates
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HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Abundance Wealth Counselors's NCNO Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of nCino (NCNO) in Q2 2021, closing a stake of 500 shares — an estimated $33K sold.

Abundance Wealth Counselors first reported a position in NCNO in Q1 2021 and held it in 1 quarter. The position peaked at $33K in Q1 2021. 217 funds tracked by Wall St. Rank hold NCNO as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining nCino position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 500 nCino shares in Q2 2021, an estimated $33K.
  • Abundance Wealth Counselors first reported a position in nCino in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's nCino position peaked at $33K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held nCino as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.