TAX MANAGED SMALL CAP PORTFOLIO NCNO Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's Ncino Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 28,383.00 shares of Ncino Inc(NCNO), totaling $658,490.00. This investment constitutes 0.35% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.02% of the outstanding Ncino Inc(NCNO) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 3 purchases of NCNO, at an average price of $49.46, for a total of 62,780.00 shares. In addition, there have been 1 sales at an average price of $26.52 for 34,397.00 shares. Based on historical transaction data and NCNO's current price of $28.82, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his NCNO holdings is $-1.38 Mil, reflecting a -44.28% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO NCNO ($28.82) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO NCNO ($28.82) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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