Summit Trail Advisors’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
|
|||||
|
2025
Q1 | $1.18M | Hold |
|
|||||
|
2024
Q4 | $1.45M | Sell |
|
|||||
|
2024
Q3 | $1.63M | Sell |
|
|||||
|
2024
Q2 | $1.79M | Buy |
|
|||||
|
2024
Q1 | $372K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $630K | Buy |
|
|||||
|
2021
Q3 | $814K | Hold |
|
|||||
|
2021
Q2 | $686K | Hold |
|
|||||
|
2021
Q1 | $764K | Buy |
|