MBM Wealth Consultants’s nCino NCNO Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-84	Closed	-$2K	–	320
2022 Q4	$2K	Buy	+84	New	+$2.36K	﹤0.01%	310

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

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

MBM Wealth Consultants's NCNO Position: Q1 2023 in Review

MBM Wealth Consultants sold out of nCino (NCNO) in Q1 2023, closing a stake of 84 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in NCNO in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 195 funds tracked by Wall St. Rank hold NCNO as of Q1 2023.

MBM Wealth Consultants reported no remaining nCino position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 84 nCino shares in Q1 2023, an estimated $2K.
MBM Wealth Consultants first reported a position in nCino in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's nCino position peaked at $2K in Q4 2022.
195 funds tracked by Wall St. Rank held nCino as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.