BRWM
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B. Riley Wealth Management’s nCino NCNO Stock Holding History

B. Riley Wealth Management’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
-3,500
Closed -$234K – 454
2021
Q1 		$234K Buy
+3,500
New +$250K 0.03% 335

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Kayne Anderson Rudnick Investment Management
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Vanguard Group
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SI
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BlackRock
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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

B. Riley Wealth Management's NCNO Position: Q2 2021 in Review

B. Riley Wealth Management sold out of nCino (NCNO) in Q2 2021, closing a stake of 3,500 shares — an estimated $234K sold.

B. Riley Wealth Management first reported a position in NCNO in Q1 2021 and held it in 1 quarter. The position peaked at $234K in Q1 2021. 217 funds tracked by Wall St. Rank hold NCNO as of Q2 2021.

  • B. Riley Wealth Management reported no remaining nCino position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,500 nCino shares in Q2 2021, an estimated $234K.
  • B. Riley Wealth Management first reported a position in nCino in Q1 2021 and held it in 1 quarter.
  • B. Riley Wealth Management's nCino position peaked at $234K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held nCino as of Q2 2021.

Based on B. Riley Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.