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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
-7,000
Closed -$221K – 233
2024
Q3 		$221K Buy
+7,000
New +$222K 0.03% 186

Other funds holding NCNO

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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
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.