EI
NCNO icon

Ellevest Inc’s nCino NCNO Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-115
Closed -$3.04K – 2008
2022
Q4 		$3.04K Buy
+115
New +$3.24K ﹤0.01% 1303
2021
Q3 		– Sell
-175
Closed -$10K – 1514
2021
Q2 		$10K Hold
175
– – ﹤0.01% 759
2021
Q1 		$12K Buy
+175
New +$12.5K ﹤0.01% 757

Other funds holding NCNO

IHG
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ellevest Inc's NCNO Position: Q1 2023 in Review

Ellevest Inc sold out of nCino (NCNO) in Q1 2023, closing a stake of 115 shares — an estimated $3.04K sold.

Ellevest Inc first reported a position in NCNO in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 195 funds tracked by Wall St. Rank hold NCNO as of Q1 2023.

  • Ellevest Inc reported no remaining nCino position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 115 nCino shares in Q1 2023, an estimated $3.04K.
  • Ellevest Inc first reported a position in nCino in Q1 2021 and held it in 3 quarters.
  • Ellevest Inc's nCino position peaked at $12K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held nCino as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.