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Spire Wealth Management’s nCino NCNO Stock Holding History

Spire 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
2023
Q3 		– Sell
-2,055
Closed -$61.9K – 2431
2023
Q2 		$61.9K Hold
2,055
– – ﹤0.01% 1119
2023
Q1 		$50.9K Buy
2,055
+745
+57% +$19.6K ﹤0.01% 1198
2022
Q4 		$35K Hold
1,310
– – ﹤0.01% 1122
2022
Q3 		$45K Buy
1,310
+538
+70% +$18.1K ﹤0.01% 989
2022
Q2 		$24K Buy
+772
New +$27.3K ﹤0.01% 1593
2022
Q1 		– Sell
-822
Closed -$45K – 2752
2021
Q4 		$45K Hold
822
– – ﹤0.01% 1785
2021
Q3 		$58K Hold
822
– – ﹤0.01% 1406
2021
Q2 		$49K Hold
822
– – ﹤0.01% 1495
2021
Q1 		$55K Buy
+822
New +$58.7K ﹤0.01% 1682

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Spire Wealth Management's NCNO Position: Q3 2023 in Review

Spire Wealth Management sold out of nCino (NCNO) in Q3 2023, closing a stake of 2,055 shares — an estimated $61.9K sold.

Spire Wealth Management first reported a position in NCNO in Q1 2021 and held it in 9 quarters. The position peaked at $61.9K in Q2 2023. 197 funds tracked by Wall St. Rank hold NCNO as of Q3 2023.

  • Spire Wealth Management reported no remaining nCino position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 2,055 nCino shares in Q3 2023, an estimated $61.9K.
  • Spire Wealth Management first reported a position in nCino in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's nCino position peaked at $61.9K in Q2 2023.
  • 197 funds tracked by Wall St. Rank held nCino as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.