Focused Wealth Management’s nCino NCNO Stock Holding History

Focused Wealth Management’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
2024 Q4	–	Sell	-50	Closed	-$1.58K	–	232
2024 Q3	$1.58K	Buy	+50	New	+$1.58K	﹤0.01%	238
2024 Q1	–	Sell	-50	Closed	-$1.68K	–	668
2023 Q4	$1.68K	Hold	50	–	–	﹤0.01%	795
2023 Q3	$1.59K	Hold	50	–	–	﹤0.01%	800
2023 Q2	$1.51K	Hold	50	–	–	﹤0.01%	837
2023 Q1	$1.24K	Hold	50	–	–	﹤0.01%	844
2022 Q4	$1.32K	Hold	50	–	–	﹤0.01%	831
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	765
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	744
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	798
2021 Q4	$3K	Sell	50 -60	-55%	-$3.89K	﹤0.01%	761
2021 Q3	$8K	Hold	110	–	–	﹤0.01%	634
2021 Q2	$7K	Sell	110 -25	-19%	-$1.57K	﹤0.01%	663
2021 Q1	$9K	Sell	135 -250	-65%	-$17.8K	﹤0.01%	617
2020 Q4	$28K	Sell	385 -1,260	-77%	-$97.4K	0.01%	408
2020 Q3	$131K	Buy	+1,645	New	+$131K	0.03%	193

Other funds holding NCNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Focused Wealth Management's NCNO Position: Q4 2024 in Review

Focused Wealth Management sold out of nCino (NCNO) in Q4 2024, closing a stake of 50 shares — an estimated $1.58K sold.

Focused Wealth Management first reported a position in NCNO in Q3 2020 and held it in 15 quarters. The position peaked at $131K in Q3 2020. 280 funds tracked by Wall St. Rank hold NCNO as of Q4 2024.

Focused Wealth Management reported no remaining nCino position as of Q4 2024 after selling out during the quarter.
Focused Wealth Management sold 50 nCino shares in Q4 2024, an estimated $1.58K.
Focused Wealth Management first reported a position in nCino in Q3 2020 and held it in 15 quarters.
Focused Wealth Management's nCino position peaked at $131K in Q3 2020.
280 funds tracked by Wall St. Rank held nCino as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.