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Baker Tilly Wealth Management’s nCino NCNO Stock Holding History

Baker Tilly 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
2024
Q3 		– Sell
-6,412
Closed -$202K – 271
2024
Q2 		$202K Sell
6,412
-11,966
-65% -$374K 0.08% 272
2024
Q1 		$687K Buy
18,378
+355
+2% +$11.2K 0.12% 182
2023
Q4 		$606K Buy
18,023
+1,852
+11% +$55.1K 0.1% 229
2023
Q3 		$514K Sell
16,171
-4,060
-20% -$125K 0.08% 253
2023
Q2 		$609K Sell
20,231
-1,296
-6% -$33K 0.06% 291
2023
Q1 		$533K Buy
21,527
+6,665
+45% +$176K 0.06% 314
2022
Q4 		$393K Sell
14,862
-1,652
-10% -$46.5K 0.05% 388
2022
Q3 		$563K Buy
16,514
+5,482
+50% +$185K 0.08% 269
2022
Q2 		$341K Buy
11,032
+259
+2% +$9.14K 0.04% 389
2022
Q1 		$441K Buy
10,773
+2,153
+25% +$98.6K 0.05% 366
2021
Q4 		$473K Sell
8,620
-2,257
-21% -$146K 0.05% 364
2021
Q3 		$773K Buy
10,877
+1,167
+12% +$77.8K 0.1% 213
2021
Q2 		$582K Buy
9,710
+1,324
+16% +$83.4K 0.09% 245
2021
Q1 		$560K Buy
8,386
+1,804
+27% +$129K 0.11% 215
2020
Q4 		$477K Buy
+6,582
New +$509K 0.15% 154

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Baker Tilly Wealth Management's NCNO Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of nCino (NCNO) in Q3 2024, closing a stake of 6,412 shares — an estimated $202K sold.

Baker Tilly Wealth Management first reported a position in NCNO in Q4 2020 and held it in 15 quarters. The position peaked at $773K in Q3 2021. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,412 nCino shares in Q3 2024, an estimated $202K.
  • Baker Tilly Wealth Management first reported a position in nCino in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's nCino position peaked at $773K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.