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Venturi Wealth Management’s nCino NCNO Stock Holding History

Venturi 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
2025
Q1 		– Sell
-175
Closed -$5.88K – 1380
2024
Q4 		$5.88K Buy
175
+58
+50% +$2.16K ﹤0.01% 1604
2024
Q3 		$3.7K Sell
117
-14
-11% -$443 ﹤0.01% 1558
2024
Q2 		$4.12K Buy
131
+19
+17% +$594 ﹤0.01% 1265
2024
Q1 		$4.19K Sell
112
-19
-15% -$598 ﹤0.01% 1128
2023
Q4 		$4.41K Buy
131
+33
+34% +$982 ﹤0.01% 1055
2023
Q3 		$3.12K Hold
98
– – ﹤0.01% 1079
2023
Q2 		$2.95K Hold
98
– – ﹤0.01% 843
2023
Q1 		$2.43K Buy
+98
New +$2.58K ﹤0.01% 973

Other funds holding NCNO

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return

Venturi Wealth Management's NCNO Position: Q1 2025 in Review

Venturi Wealth Management sold out of nCino (NCNO) in Q1 2025, closing a stake of 175 shares — an estimated $5.88K sold.

Venturi Wealth Management first reported a position in NCNO in Q1 2023 and held it in 8 quarters. The position peaked at $5.88K in Q4 2024. 275 funds tracked by Wall St. Rank hold NCNO as of Q1 2025.

  • Venturi Wealth Management reported no remaining nCino position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 175 nCino shares in Q1 2025, an estimated $5.88K.
  • Venturi Wealth Management first reported a position in nCino in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's nCino position peaked at $5.88K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held nCino as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.