Envestnet 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
Q2 | $11.6M | Buy |
413,261
+48,684
| +13% | +$1.36M | ﹤0.01% | 1637 |
|
|
2025
Q1 | $10M | Sell |
364,577
-20,858
| -5% | -$573K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $12.9M | Sell |
385,435
-2,726
| -0.7% | -$91.5K | ﹤0.01% | 1475 |
|
|
2024
Q3 | $12.3M | Buy |
388,161
+14,516
| +4% | +$459K | ﹤0.01% | 1492 |
|
|
2024
Q2 | $11.8M | Buy |
373,645
+29,090
| +8% | +$915K | ﹤0.01% | 1450 |
|
|
2024
Q1 | $12.9M | Buy |
344,555
+216,072
| +168% | +$8.08M | ﹤0.01% | 1368 |
|
|
2023
Q4 | $4.32M | Sell |
128,483
-11,514
| -8% | -$387K | ﹤0.01% | 1997 |
|
|
2023
Q3 | $4.45M | Buy |
139,997
+64,446
| +85% | +$2.05M | ﹤0.01% | 1875 |
|
|
2023
Q2 | $2.28M | Buy |
75,551
+19,204
| +34% | +$578K | ﹤0.01% | 2201 |
|
|
2023
Q1 | $1.4M | Buy |
56,347
+5,318
| +10% | +$132K | ﹤0.01% | 2429 |
|
|
2022
Q4 | $1.35M | Buy |
51,029
+8,682
| +21% | +$230K | ﹤0.01% | 2430 |
|
|
2022
Q3 | $1.44M | Sell |
42,347
-6,736
| -14% | -$230K | ﹤0.01% | 2285 |
|
|
2022
Q2 | $1.52M | Buy |
49,083
+15,761
| +47% | +$487K | ﹤0.01% | 2285 |
|
|
2022
Q1 | $1.37M | Buy |
+33,322
| New | +$1.37M | ﹤0.01% | 2429 |
|
|
2021
Q4 | – | Sell |
-29,755
| Closed | -$2.11M | – | 3922 |
|
|
2021
Q3 | $2.11M | Buy |
29,755
+2,511
| +9% | +$178K | ﹤0.01% | 2054 |
|
|
2021
Q2 | $1.63M | Buy |
27,244
+10,737
| +65% | +$643K | ﹤0.01% | 2195 |
|
|
2021
Q1 | $1.1M | Buy |
16,507
+11,425
| +225% | +$762K | ﹤0.01% | 2332 |
|
|
2020
Q4 | $368K | Buy |
5,082
+1,260
| +33% | +$91.2K | ﹤0.01% | 2820 |
|
|
2020
Q3 | $305K | Buy |
+3,822
| New | +$305K | ﹤0.01% | 2730 |
|