Baker Tilly Wealth Management, LLC N Cino, Inc. Transaction History

Baker Tilly Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$29.16 - $35.35 $348,928 - $422,998	-11,966 Reduced 65.11%	6,412 $201,000
Q1 2024 May 09, 2024	BUY	$28.4 - $37.38 $10,082 - $13,269	355 Added 1.97%	18,378 $686,000
Q4 2023 Jan 10, 2024	BUY	$27.58 - $34.17 $51,078 - $63,282	1,852 Added 11.45%	18,023 $606,000
Q3 2023 Oct 10, 2023	SELL	$28.69 - $33.41 $116,481 - $135,644	-4,060 Reduced 20.07%	16,171 $514,000
Q2 2023 Jul 20, 2023	SELL	$21.6 - $31.69 $27,993 - $41,070	-1,296 Reduced 6.02%	20,231 $609,000
Q1 2023 Apr 12, 2023	BUY	$21.29 - $31.04 $141,897 - $206,881	6,665 Added 44.85%	21,527 $533,000
Q4 2022 Jan 26, 2023	SELL	$23.5 - $36.27 $38,822 - $59,918	-1,652 Reduced 10.0%	14,862 $0
Q3 2022 Oct 20, 2022	BUY	$29.36 - $39.08 $160,951 - $214,236	5,482 Added 49.69%	16,514 $563,000
Q2 2022 Jul 28, 2022	BUY	$25.65 - $46.82 $282,970 - $516,518	11,032 New	11,032 $341,000

303

113M

1.18M

162K

Ticker NCNO
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 110,851,000
Market Cap $3.61B
Description
nCino, Inc., a software-as-a-service company, provides cloud-based software applications to financial institutions in the United States and internationally. Its nCino Bank Operating System, a tenant cloud platform, which digitizes, automates, and streamlines complex processes and workflow; and utilizes data analytics and artificial intelligence ...

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.