PFS
NCNO icon

Prospera Financial Services’s nCino NCNO Stock Holding History

Prospera Financial Services’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
-1,097
Closed -$45K – 2250
2022
Q1 		$45K Buy
+1,097
New +$50.2K ﹤0.01% 1423

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

Prospera Financial Services's NCNO Position: Q2 2022 in Review

Prospera Financial Services sold out of nCino (NCNO) in Q2 2022, closing a stake of 1,097 shares — an estimated $45K sold.

Prospera Financial Services first reported a position in NCNO in Q1 2022 and held it in 1 quarter. The position peaked at $45K in Q1 2022. 188 funds tracked by Wall St. Rank hold NCNO as of Q2 2022.

  • Prospera Financial Services reported no remaining nCino position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,097 nCino shares in Q2 2022, an estimated $45K.
  • Prospera Financial Services first reported a position in nCino in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's nCino position peaked at $45K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held nCino as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.