Red Door Wealth Management’s nCino NCNO Stock Holding History

Red Door 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
2021 Q3	–	Sell	-130	Closed	-$7K	–	443
2021 Q2	$7K	Buy	+130	New	+$8.19K	﹤0.01%	494

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Red Door Wealth Management's NCNO Position: Q3 2021 in Review

Red Door Wealth Management sold out of nCino (NCNO) in Q3 2021, closing a stake of 130 shares — an estimated $7K sold.

Red Door Wealth Management first reported a position in NCNO in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 232 funds tracked by Wall St. Rank hold NCNO as of Q3 2021.

Red Door Wealth Management reported no remaining nCino position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 130 nCino shares in Q3 2021, an estimated $7K.
Red Door Wealth Management first reported a position in nCino in Q2 2021 and held it in 1 quarter.
Red Door Wealth Management's nCino position peaked at $7K in Q2 2021.
232 funds tracked by Wall St. Rank held nCino as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.