EFG Asset Management’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-70,739
| Closed | -$2.38M | – | 187 |
|
|
2024
Q4 | $2.38M | Buy |
70,739
+14,980
| +27% | +$503K | 0.32% | 135 |
|
|
2024
Q3 | $1.76M | Buy |
55,759
+14,301
| +34% | +$452K | 0.29% | 152 |
|
|
2024
Q2 | $1.3M | Buy |
41,458
+10,015
| +32% | +$315K | 0.23% | 165 |
|
|
2024
Q1 | $1.18M | Buy |
31,443
+16,772
| +114% | +$627K | 0.2% | 176 |
|
|
2023
Q4 | $494K | Buy |
+14,671
| New | +$494K | 0.09% | 184 |
|