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Baystate Wealth Management’s nCino NCNO Stock Holding History

Baystate 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
2023
Q3 		– Sell
-90
Closed -$2.71K – 1072
2023
Q2 		$2.71K Hold
90
– – ﹤0.01% 807
2023
Q1 		$2.23K Buy
+90
New +$2.37K ﹤0.01% 814

Other funds holding NCNO

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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Baystate Wealth Management's NCNO Position: Q3 2023 in Review

Baystate Wealth Management sold out of nCino (NCNO) in Q3 2023, closing a stake of 90 shares — an estimated $2.71K sold.

Baystate Wealth Management first reported a position in NCNO in Q1 2023 and held it in 2 quarters. The position peaked at $2.71K in Q2 2023. 197 funds tracked by Wall St. Rank hold NCNO as of Q3 2023.

  • Baystate Wealth Management reported no remaining nCino position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 90 nCino shares in Q3 2023, an estimated $2.71K.
  • Baystate Wealth Management first reported a position in nCino in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's nCino position peaked at $2.71K in Q2 2023.
  • 197 funds tracked by Wall St. Rank held nCino as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.