Cresset Asset Management’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,480	Closed	-$205K	–	2036
2024 Q1	$205K	Buy	+5,480	New	+$205K	﹤0.01%	1748
2021 Q3	–	Sell	-3,963	Closed	-$237K	–	1131
2021 Q2	$237K	Buy	+3,963	New	+$237K	﹤0.01%	882