Guidance Point Advisors’s nCino NCNO Stock Holding History

Guidance Point 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	-222	Closed	-$15K	–	287
2021 Q3	$15K	Buy	+222	New	+$14.8K	0.01%	227

Other funds holding NCNO

IHG

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

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 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Guidance Point Advisors's NCNO Position: Q4 2021 in Review

Guidance Point Advisors sold out of nCino (NCNO) in Q4 2021, closing a stake of 222 shares — an estimated $15K sold.

Guidance Point Advisors first reported a position in NCNO in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 201 funds tracked by Wall St. Rank hold NCNO as of Q4 2021.

Guidance Point Advisors reported no remaining nCino position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 222 nCino shares in Q4 2021, an estimated $15K.
Guidance Point Advisors first reported a position in nCino in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's nCino position peaked at $15K in Q3 2021.
201 funds tracked by Wall St. Rank held nCino as of Q4 2021.

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