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ICA Group Wealth Management’s nCino NCNO Stock Holding History

ICA Group 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
Q1 		– Sell
-100
Closed -$3.36K – 1401
2023
Q4 		$3.36K Buy
+100
New +$2.98K ﹤0.01% 1101
2023
Q3 		– Sell
-100
Closed -$3.01K – 832
2023
Q2 		$3.01K Hold
100
– – ﹤0.01% 1077
2023
Q1 		$2.48K Hold
100
– – ﹤0.01% 1054
2022
Q4 		$2.64K Buy
+100
New +$2.81K ﹤0.01% 1077

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

ICA Group Wealth Management's NCNO Position: Q1 2024 in Review

ICA Group Wealth Management sold out of nCino (NCNO) in Q1 2024, closing a stake of 100 shares — an estimated $3.36K sold.

ICA Group Wealth Management first reported a position in NCNO in Q4 2022 and held it in 4 quarters. The position peaked at $3.36K in Q4 2023. 228 funds tracked by Wall St. Rank hold NCNO as of Q1 2024.

  • ICA Group Wealth Management reported no remaining nCino position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 100 nCino shares in Q1 2024, an estimated $3.36K.
  • ICA Group Wealth Management first reported a position in nCino in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's nCino position peaked at $3.36K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held nCino as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.