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Glassman Wealth Services’s nCino NCNO Stock Holding History

Glassman Wealth Services’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
2023
Q2 		– Sell
-8
Closed -$198 – 1976
2023
Q1 		$198 Sell
8
-7
-47% -$185 ﹤0.01% 1804
2022
Q4 		$397 Sell
15
-12
-44% -$338 ﹤0.01% 1669
2022
Q3 		$1K Hold
27
– – ﹤0.01% 1465
2022
Q2 		$1K Buy
+27
New +$953 ﹤0.01% 1476
2022
Q1 		– Sell
-5
Closed – – 1838
2021
Q4 		$0 Hold
5
– – ﹤0.01% 1812
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1740
2021
Q2 		$0 Buy
+5
New +$315 ﹤0.01% 1579

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Glassman Wealth Services's NCNO Position: Q2 2023 in Review

Glassman Wealth Services sold out of nCino (NCNO) in Q2 2023, closing a stake of 8 shares — an estimated $198 sold.

Glassman Wealth Services first reported a position in NCNO in Q2 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 199 funds tracked by Wall St. Rank hold NCNO as of Q2 2023.

  • Glassman Wealth Services reported no remaining nCino position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 8 nCino shares in Q2 2023, an estimated $198.
  • Glassman Wealth Services first reported a position in nCino in Q2 2021 and held it in 7 quarters.
  • Glassman Wealth Services's nCino position peaked at $1K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held nCino as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.