BCWM
NCNO icon

Bartlett & Co Wealth Management’s nCino NCNO Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-130
Closed -$4.02K – 1244
2022
Q2 		$4.02K Buy
+130
New +$4.59K ﹤0.01% 1065

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Bartlett & Co Wealth Management's NCNO Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of nCino (NCNO) in Q3 2022, closing a stake of 130 shares — an estimated $4.02K sold.

Bartlett & Co Wealth Management first reported a position in NCNO in Q2 2022 and held it in 1 quarter. The position peaked at $4.02K in Q2 2022. 202 funds tracked by Wall St. Rank hold NCNO as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining nCino position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 130 nCino shares in Q3 2022, an estimated $4.02K.
  • Bartlett & Co Wealth Management first reported a position in nCino in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's nCino position peaked at $4.02K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held nCino as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.