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Asset Dedication LLC’s nCino NCNO Stock Holding History

Asset Dedication LLC’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
Q3 		– Sell
-155
Closed -$4.88K – 1214
2024
Q2 		$4.88K Buy
+155
New +$4.85K ﹤0.01% 927
2021
Q3 		– Sell
-220
Closed -$13K – 1015
2021
Q2 		$13K Buy
+220
New +$13.9K ﹤0.01% 583
2021
Q1 		– Sell
-220
Closed -$16K – 744
2020
Q4 		$16K Buy
+220
New +$17K ﹤0.01% 493

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Asset Dedication LLC's NCNO Position: Q3 2024 in Review

Asset Dedication LLC sold out of nCino (NCNO) in Q3 2024, closing a stake of 155 shares — an estimated $4.88K sold.

Asset Dedication LLC first reported a position in NCNO in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q4 2020. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Asset Dedication LLC reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Asset Dedication LLC sold 155 nCino shares in Q3 2024, an estimated $4.88K.
  • Asset Dedication LLC first reported a position in nCino in Q4 2020 and held it in 3 quarters.
  • Asset Dedication LLC's nCino position peaked at $16K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Asset Dedication LLC's 13F filing for Q3 2024, filed 15 Oct 2024.