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Element Pointe Advisors’s nCino NCNO Stock Holding History

Element Pointe Advisors’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
2021
Q3 		– Sell
-3,500
Closed -$237K – 116
2021
Q2 		$237K Buy
3,500
+180
+5% +$11.3K 0.07% 107
2021
Q1 		$221K Buy
+3,320
New +$237K 0.07% 112

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Element Pointe Advisors's NCNO Position: Q3 2021 in Review

Element Pointe Advisors sold out of nCino (NCNO) in Q3 2021, closing a stake of 3,500 shares — an estimated $237K sold.

Element Pointe Advisors first reported a position in NCNO in Q1 2021 and held it in 2 quarters. The position peaked at $237K in Q2 2021. 232 funds tracked by Wall St. Rank hold NCNO as of Q3 2021.

  • Element Pointe Advisors reported no remaining nCino position as of Q3 2021 after selling out during the quarter.
  • Element Pointe Advisors sold 3,500 nCino shares in Q3 2021, an estimated $237K.
  • Element Pointe Advisors first reported a position in nCino in Q1 2021 and held it in 2 quarters.
  • Element Pointe Advisors's nCino position peaked at $237K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held nCino as of Q3 2021.

Based on Element Pointe Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.