American Portfolios Advisors’s nCino NCNO Stock Holding History

American Portfolios 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	$97.6K	Sell	2,860 -100	-3%	-$3.37K	﹤0.01%	1376
2022 Q2	$91.5K	Sell	2,960 -174	-6%	-$6.14K	﹤0.01%	1446
2022 Q1	$128K	Buy	3,134 +61	+2%	+$2.79K	﹤0.01%	1389
2021 Q4	$169K	Sell	3,073 -965	-24%	-$62.6K	0.01%	1241
2021 Q3	$287K	Sell	4,038 -6	-0.1%	-$400	0.01%	961
2021 Q2	$242K	Buy	4,044 +76	+2%	+$4.79K	0.01%	1028
2021 Q1	$265K	Buy	3,968 +2,465	+164%	+$176K	0.01%	913
2020 Q4	$109K	Buy	1,503 +1,430	+1,959%	+$111K	0.01%	1122
2020 Q3	$5.82K	Buy	+73	New	+$5.83K	﹤0.01%	2211

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

American Portfolios Advisors's NCNO Position: Q3 2022 in Review

American Portfolios Advisors reduced its nCino (NCNO) stake by 3.4% in Q3 2022, selling an estimated $3.37K and leaving 2,860 shares worth $97.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

American Portfolios Advisors first reported a position in NCNO in Q3 2020 and has held it in 9 quarters since. The position peaked at $287K in Q3 2021. 202 funds tracked by Wall St. Rank hold NCNO as of Q3 2022.

American Portfolios Advisors held 2,860 shares of nCino worth $97.6K as of Q3 2022.
American Portfolios Advisors sold 100 nCino shares in Q3 2022, an estimated $3.37K.
nCino made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1376 holding.
American Portfolios Advisors first reported a position in nCino in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's nCino position peaked at $287K in Q3 2021.
202 funds tracked by Wall St. Rank held nCino as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.