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SYSTM Wealth Solutions’s nCino NCNO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-10,234
Closed -$383K – 853
2024
Q1 		$383K Buy
+10,234
New +$322K 0.05% 315
2023
Q4 		– Sell
-10,082
Closed -$321K – 1018
2023
Q3 		$321K Hold
10,082
– – 0.05% 352
2023
Q2 		$304K Sell
10,082
-71
-0.7% -$1.81K 0.04% 387
2023
Q1 		$252K Buy
+10,153
New +$268K 0.04% 408

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

SYSTM Wealth Solutions's NCNO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of nCino (NCNO) in Q2 2024, closing a stake of 10,234 shares — an estimated $383K sold.

SYSTM Wealth Solutions first reported a position in NCNO in Q1 2023 and held it in 4 quarters. The position peaked at $383K in Q1 2024. 249 funds tracked by Wall St. Rank hold NCNO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining nCino position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10,234 nCino shares in Q2 2024, an estimated $383K.
  • SYSTM Wealth Solutions first reported a position in nCino in Q1 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's nCino position peaked at $383K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held nCino as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.