Valeo Financial Advisors’s nCino NCNO Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-95	Closed	-$6K	–	1326
2021 Q1	$6K	Buy	+95	New	+$6.78K	﹤0.01%	1514

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Valeo Financial Advisors's NCNO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of nCino (NCNO) in Q2 2021, closing a stake of 95 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in NCNO in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 217 funds tracked by Wall St. Rank hold NCNO as of Q2 2021.

Valeo Financial Advisors reported no remaining nCino position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 95 nCino shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in nCino in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's nCino position peaked at $6K in Q1 2021.
217 funds tracked by Wall St. Rank held nCino as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.