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TCI Wealth Advisors’s nCino NCNO Stock Holding History

TCI 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
2023
Q2 		– Sell
-10
Closed -$248 – 1477
2023
Q1 		$248 Buy
+10
New +$264 ﹤0.01% 2309
2022
Q4 		– Sell
-18
Closed -$1K – 2601
2022
Q3 		$1K Hold
18
– – ﹤0.01% 2122
2022
Q2 		$1K Buy
+18
New +$636 ﹤0.01% 2165

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

TCI Wealth Advisors's NCNO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of nCino (NCNO) in Q2 2023, closing a stake of 10 shares — an estimated $248 sold.

TCI Wealth Advisors first reported a position in NCNO in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 199 funds tracked by Wall St. Rank hold NCNO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining nCino position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 10 nCino shares in Q2 2023, an estimated $248.
  • TCI Wealth Advisors first reported a position in nCino in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's nCino position peaked at $1K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held nCino as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.