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Wipfli Financial Advisors’s nCino NCNO Stock Holding History

Wipfli 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
2022
Q3 		$33K Buy
+972
New +$32.8K ﹤0.01% 1321

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Wipfli Financial Advisors's NCNO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in nCino (NCNO) in Q3 2022: 972 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings.

202 funds tracked by Wall St. Rank hold NCNO as of Q3 2022.

  • Wipfli Financial Advisors held 972 shares of nCino worth $33K as of Q3 2022.
  • nCino was a new Wipfli Financial Advisors position in Q3 2022.
  • nCino made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1321 holding.
  • 202 funds tracked by Wall St. Rank held nCino as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.