TCWM
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Total Clarity Wealth Management’s nCino NCNO Stock Holding History

Total Clarity 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
2021
Q2 		– Sell
-50
Closed -$3K – 539
2021
Q1 		$3K Buy
+50
New +$3.57K ﹤0.01% 759

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Total Clarity Wealth Management's NCNO Position: Q2 2021 in Review

Total Clarity Wealth Management sold out of nCino (NCNO) in Q2 2021, closing a stake of 50 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in NCNO in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 217 funds tracked by Wall St. Rank hold NCNO as of Q2 2021.

  • Total Clarity Wealth Management reported no remaining nCino position as of Q2 2021 after selling out during the quarter.
  • Total Clarity Wealth Management sold 50 nCino shares in Q2 2021, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in nCino in Q1 2021 and held it in 1 quarter.
  • Total Clarity Wealth Management's nCino position peaked at $3K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held nCino as of Q2 2021.

Based on Total Clarity Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.