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Perigon Wealth Management’s nCino NCNO Stock Holding History

Perigon 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
2022
Q2 		– Sell
-5,717
Closed -$234K – 603
2022
Q1 		$234K Buy
5,717
+276
+5% +$12.6K 0.02% 544
2021
Q4 		$298K Buy
5,441
+721
+15% +$46.8K 0.02% 456
2021
Q3 		$335K Sell
4,720
-200
-4% -$13.3K 0.03% 389
2021
Q2 		$295K Buy
4,920
+322
+7% +$20.3K 0.03% 408
2021
Q1 		$307K Buy
+4,598
New +$328K 0.03% 385

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
T. Rowe Price Associates
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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Perigon Wealth Management's NCNO Position: Q2 2022 in Review

Perigon Wealth Management sold out of nCino (NCNO) in Q2 2022, closing a stake of 5,717 shares — an estimated $234K sold.

Perigon Wealth Management first reported a position in NCNO in Q1 2021 and held it in 5 quarters. The position peaked at $335K in Q3 2021. 188 funds tracked by Wall St. Rank hold NCNO as of Q2 2022.

  • Perigon Wealth Management reported no remaining nCino position as of Q2 2022 after selling out during the quarter.
  • Perigon Wealth Management sold 5,717 nCino shares in Q2 2022, an estimated $234K.
  • Perigon Wealth Management first reported a position in nCino in Q1 2021 and held it in 5 quarters.
  • Perigon Wealth Management's nCino position peaked at $335K in Q3 2021.
  • 188 funds tracked by Wall St. Rank held nCino as of Q2 2022.

Based on Perigon Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.