Vestmark Advisory Solutions’s nCino NCNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
+15,108
| New | +$423K | 0.01% | 649 |
|
|
2023
Q3 | – | Sell |
-12,670
| Closed | -$382K | – | 723 |
|
|
2023
Q2 | $382K | Sell |
12,670
-140
| -1% | -$4.22K | 0.01% | 650 |
|
|
2023
Q1 | $317K | Buy |
12,810
+5,134
| +67% | +$127K | 0.01% | 687 |
|
|
2022
Q4 | $203K | Buy |
7,676
+1,048
| +16% | +$27.7K | 0.01% | 799 |
|
|
2022
Q3 | $226K | Buy |
+6,628
| New | +$226K | 0.01% | 748 |
|
|
2021
Q4 | – | Sell |
-3,144
| Closed | -$223K | – | 863 |
|
|
2021
Q3 | $223K | Sell |
3,144
-308
| -9% | -$21.8K | 0.02% | 759 |
|
|
2021
Q2 | $207K | Buy |
3,452
+7
| +0.2% | +$420 | 0.01% | 744 |
|
|
2021
Q1 | $230K | Sell |
3,445
-122
| -3% | -$8.15K | 0.02% | 670 |
|
|
2020
Q4 | $258K | Buy |
+3,567
| New | +$258K | 0.03% | 515 |
|