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Baldwin Wealth Partners’s nCino NCNO Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-12,467
Closed -$394K – 737
2024
Q3 		$394K Buy
+12,467
New +$395K 0.03% 233

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SEP
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Baldwin Wealth Partners's NCNO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of nCino (NCNO) in Q4 2024, closing a stake of 12,467 shares — an estimated $394K sold.

Baldwin Wealth Partners first reported a position in NCNO in Q3 2024 and held it in 1 quarter. The position peaked at $394K in Q3 2024. 280 funds tracked by Wall St. Rank hold NCNO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining nCino position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 12,467 nCino shares in Q4 2024, an estimated $394K.
  • Baldwin Wealth Partners first reported a position in nCino in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's nCino position peaked at $394K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held nCino as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.