BWL
NCNO icon

Bogart Wealth LLC’s nCino NCNO Stock Holding History

Bogart Wealth LLC’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
-25
Closed -$786 – 1151
2024
Q2 		$786 Hold
25
– – ﹤0.01% 1020
2024
Q1 		$935 Hold
25
– – ﹤0.01% 972
2023
Q4 		$841 Sell
25
-35
-58% -$1.04K ﹤0.01% 970
2023
Q3 		$1.91K Hold
60
– – ﹤0.01% 884
2023
Q2 		$1.81K Hold
60
– – ﹤0.01% 893
2023
Q1 		$1.49K Hold
60
– – ﹤0.01% 950
2022
Q4 		$1.59K Hold
60
– – ﹤0.01% 813
2022
Q3 		$2K Hold
60
– – ﹤0.01% 829
2022
Q2 		$2K Hold
60
– – ﹤0.01% 778
2022
Q1 		$2K Buy
60
+25
+71% +$1.15K ﹤0.01% 689
2021
Q4 		$2K Hold
35
– – ﹤0.01% 661
2021
Q3 		$2K Hold
35
– – ﹤0.01% 639
2021
Q2 		$2K Hold
35
– – ﹤0.01% 602
2021
Q1 		$2K Hold
35
– – ﹤0.01% 557
2020
Q4 		$2K Buy
+35
New +$2.71K ﹤0.01% 408

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

Bogart Wealth LLC's NCNO Position: Q3 2024 in Review

Bogart Wealth LLC sold out of nCino (NCNO) in Q3 2024, closing a stake of 25 shares — an estimated $786 sold.

Bogart Wealth LLC first reported a position in NCNO in Q4 2020 and held it in 15 quarters. The position peaked at $2K in Q3 2022. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Bogart Wealth LLC reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 25 nCino shares in Q3 2024, an estimated $786.
  • Bogart Wealth LLC first reported a position in nCino in Q4 2020 and held it in 15 quarters.
  • Bogart Wealth LLC's nCino position peaked at $2K in Q3 2022.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.