Advisors Asset Management’s nCino NCNO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31.5K Buy
1,127
+458
+68% +$12.8K ﹤0.01% 1315
2025
Q1
$18.4K Buy
+669
New +$18.4K ﹤0.01% 1369
2024
Q3
Sell
-612
Closed -$19.2K 1492
2024
Q2
$19.2K Sell
612
-247
-29% -$7.77K ﹤0.01% 1367
2024
Q1
$32.1K Sell
859
-166
-16% -$6.21K ﹤0.01% 1326
2023
Q4
$34.5K Sell
1,025
-339
-25% -$11.4K ﹤0.01% 1320
2023
Q3
$43.4K Sell
1,364
-400
-23% -$12.7K ﹤0.01% 1294
2023
Q2
$53.1K Sell
1,764
-251
-12% -$7.56K ﹤0.01% 1271
2023
Q1
$49.9K Sell
2,015
-1,175
-37% -$29.1K ﹤0.01% 1306
2022
Q4
$84.3K Sell
3,190
-654
-17% -$17.3K ﹤0.01% 1274
2022
Q3
$131K Buy
3,844
+84
+2% +$2.86K ﹤0.01% 1218
2022
Q2
$116K Buy
3,760
+331
+10% +$10.2K ﹤0.01% 1261
2022
Q1
$141K Buy
3,429
+1,111
+48% +$45.7K ﹤0.01% 1302
2021
Q4
$127K Buy
2,318
+1,591
+219% +$87.2K ﹤0.01% 1337
2021
Q3
$52K Buy
+727
New +$52K ﹤0.01% 1364