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Foresight Wealth Management’s nCino NCNO Stock Holding History

Foresight 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
2022
Q4 		– Sell
-171,103
Closed -$5.84M – 75
2022
Q3 		$5.84M Hold
171,103
– – 1.34% 11
2022
Q2 		$5.29M Buy
+171,103
New +$6.04M 1.09% 11

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BCM
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BlackRock
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Wellington Management Group
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JP Morgan Chase
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SI
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Foresight Wealth Management's NCNO Position: Q4 2022 in Review

Foresight Wealth Management sold out of nCino (NCNO) in Q4 2022, closing a stake of 171,103 shares — an estimated $5.84M sold.

Foresight Wealth Management first reported a position in NCNO in Q2 2022 and held it in 2 quarters. The position peaked at $5.84M in Q3 2022. 197 funds tracked by Wall St. Rank hold NCNO as of Q4 2022.

  • Foresight Wealth Management reported no remaining nCino position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 171,103 nCino shares in Q4 2022, an estimated $5.84M.
  • Foresight Wealth Management first reported a position in nCino in Q2 2022 and held it in 2 quarters.
  • Foresight Wealth Management's nCino position peaked at $5.84M in Q3 2022.
  • 197 funds tracked by Wall St. Rank held nCino as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.