Regent Peak Wealth Advisors’s nCino NCNO Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-3	Closed	–	–	673
2020 Q4	$0	Buy	+3	New	+$232	﹤0.01%	1102

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Regent Peak Wealth Advisors's NCNO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of nCino (NCNO) in Q1 2021, closing a stake of 3 shares.

Regent Peak Wealth Advisors first reported a position in NCNO in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 188 funds tracked by Wall St. Rank hold NCNO as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining nCino position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 3 nCino shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in nCino in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's nCino position peaked at $0 in Q4 2020.
188 funds tracked by Wall St. Rank held nCino as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.