WealthShield Partners’s nCino NCNO Stock Holding History

WealthShield Partners’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	-300	Closed	-$20K	–	1009
2021 Q1	$20K	Buy	+300	New	+$21.4K	﹤0.01%	661

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

WealthShield Partners's NCNO Position: Q2 2021 in Review

WealthShield Partners sold out of nCino (NCNO) in Q2 2021, closing a stake of 300 shares — an estimated $20K sold.

WealthShield Partners first reported a position in NCNO in Q1 2021 and held it in 1 quarter. The position peaked at $20K in Q1 2021. 217 funds tracked by Wall St. Rank hold NCNO as of Q2 2021.

WealthShield Partners reported no remaining nCino position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 300 nCino shares in Q2 2021, an estimated $20K.
WealthShield Partners first reported a position in nCino in Q1 2021 and held it in 1 quarter.
WealthShield Partners's nCino position peaked at $20K in Q1 2021.
217 funds tracked by Wall St. Rank held nCino as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.