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Evolution Wealth Advisors’s nCino NCNO Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-458
Closed -$33K – 458
2021
Q3 		$33K Buy
458
+207
+82% +$13.8K 0.01% 257
2021
Q2 		$15K Buy
+251
New +$15.8K ﹤0.01% 349

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Evolution Wealth Advisors's NCNO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of nCino (NCNO) in Q4 2021, closing a stake of 458 shares — an estimated $33K sold.

Evolution Wealth Advisors first reported a position in NCNO in Q2 2021 and held it in 2 quarters. The position peaked at $33K in Q3 2021. 201 funds tracked by Wall St. Rank hold NCNO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining nCino position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 458 nCino shares in Q4 2021, an estimated $33K.
  • Evolution Wealth Advisors first reported a position in nCino in Q2 2021 and held it in 2 quarters.
  • Evolution Wealth Advisors's nCino position peaked at $33K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held nCino as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.