Rockefeller Capital Management’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,914
| Closed | -$150K | – | 1711 |
|
|
2023
Q2 | $150K | Sell |
7,914
-635
| -7% | -$12K | ﹤0.01% | 1714 |
|
|
2023
Q1 | $211K | Buy |
8,549
+8,533
| +53,331% | +$211K | ﹤0.01% | 1792 |
|
|
2022
Q4 | $0 | Sell |
16
-8
| -33% | – | ﹤0.01% | 4085 |
|
|
2022
Q3 | $0 | Sell |
24
-455
| -95% | – | ﹤0.01% | 4208 |
|
|
2022
Q2 | $14K | Sell |
479
-32
| -6% | -$935 | ﹤0.01% | 2946 |
|
|
2022
Q1 | $20K | Buy |
511
+47
| +10% | +$1.84K | ﹤0.01% | 2724 |
|
|
2021
Q4 | $25K | Sell |
464
-175
| -27% | -$9.43K | ﹤0.01% | 2541 |
|
|
2021
Q3 | $45K | Buy |
+639
| New | +$45K | ﹤0.01% | 2184 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$1K | – | 3345 |
|
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2753 |
|