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Benjamin Edwards Inc’s nCino NCNO Stock Holding History

Benjamin Edwards Inc’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
2023
Q3 		– Sell
-66
Closed -$2K – 667
2023
Q2 		$2K Hold
66
– – ﹤0.01% 645
2023
Q1 		$2K Hold
66
– – ﹤0.01% 666
2022
Q4 		$2K Hold
66
– – ﹤0.01% 687
2022
Q3 		$2K Hold
66
– – ﹤0.01% 661
2022
Q2 		$2K Hold
66
– – ﹤0.01% 669
2022
Q1 		$3K Buy
+66
New +$3.02K ﹤0.01% 670

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
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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 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

Benjamin Edwards Inc's NCNO Position: Q3 2023 in Review

Benjamin Edwards Inc sold out of nCino (NCNO) in Q3 2023, closing a stake of 66 shares — an estimated $2K sold.

Benjamin Edwards Inc first reported a position in NCNO in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 197 funds tracked by Wall St. Rank hold NCNO as of Q3 2023.

  • Benjamin Edwards Inc reported no remaining nCino position as of Q3 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 66 nCino shares in Q3 2023, an estimated $2K.
  • Benjamin Edwards Inc first reported a position in nCino in Q1 2022 and held it in 6 quarters.
  • Benjamin Edwards Inc's nCino position peaked at $3K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held nCino as of Q3 2023.

Based on Benjamin Edwards Inc's 13F filing for Q3 2023, filed 13 Nov 2023.