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Carroll Financial Associates’s nCino NCNO Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$2.09M Sell
37,500
-37,500
-50% -$2.43M 0.11% 119
2021
Q3 		$5.33M Hold
75,000
– – 0.3% 58
2021
Q2 		$4.49M Sell
75,000
-50,000
-40% -$3.15M 0.25% 61
2021
Q1 		$8.34M Buy
+125,000
New +$8.92M 0.51% 35

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Carroll Financial Associates's NCNO Position: Q4 2021 in Review

Carroll Financial Associates reduced its nCino (NCNO) stake by 50% in Q4 2021, selling an estimated $2.43M and leaving 37,500 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #119.

Carroll Financial Associates first reported a position in NCNO in Q1 2021 and has held it in 4 quarters since. The position peaked at $8.34M in Q1 2021. 201 funds tracked by Wall St. Rank hold NCNO as of Q4 2021.

  • Carroll Financial Associates held 37,500 shares of nCino worth $2.09M as of Q4 2021.
  • Carroll Financial Associates sold 37,500 nCino shares in Q4 2021, an estimated $2.43M.
  • nCino made up 0.11% of Carroll Financial Associates's portfolio in Q4 2021, its #119 holding.
  • Carroll Financial Associates first reported a position in nCino in Q1 2021 and has held it in 4 quarters since.
  • Carroll Financial Associates's nCino position peaked at $8.34M in Q1 2021.
  • 201 funds tracked by Wall St. Rank held nCino as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.