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Opal Wealth Advisors’s nCino NCNO Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-185
Closed -$5.82K – 835
2024
Q2 		$5.82K Buy
+185
New +$5.78K ﹤0.01% 775

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Opal Wealth Advisors's NCNO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of nCino (NCNO) in Q3 2024, closing a stake of 185 shares — an estimated $5.82K sold.

Opal Wealth Advisors first reported a position in NCNO in Q2 2024 and held it in 1 quarter. The position peaked at $5.82K in Q2 2024. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Opal Wealth Advisors reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 185 nCino shares in Q3 2024, an estimated $5.82K.
  • Opal Wealth Advisors first reported a position in nCino in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's nCino position peaked at $5.82K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.