AF
NCNO icon

Advisornet Financial’s nCino NCNO Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-6
Closed -$202 – 2352
2023
Q4 		$202 Buy
6
+2
+50% +$60 ﹤0.01% 2296
2023
Q3 		$127 Buy
+4
New +$123 ﹤0.01% 2192

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Advisornet Financial's NCNO Position: Q1 2024 in Review

Advisornet Financial sold out of nCino (NCNO) in Q1 2024, closing a stake of 6 shares — an estimated $202 sold.

Advisornet Financial first reported a position in NCNO in Q3 2023 and held it in 2 quarters. The position peaked at $202 in Q4 2023. 228 funds tracked by Wall St. Rank hold NCNO as of Q1 2024.

  • Advisornet Financial reported no remaining nCino position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 6 nCino shares in Q1 2024, an estimated $202.
  • Advisornet Financial first reported a position in nCino in Q3 2023 and held it in 2 quarters.
  • Advisornet Financial's nCino position peaked at $202 in Q4 2023.
  • 228 funds tracked by Wall St. Rank held nCino as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.