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 |
|