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Colonial Trust Advisors’s nCino NCNO Stock Holding History

Colonial Trust 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
2024
Q4 		– Sell
-7
Closed -$221 – 747
2024
Q3 		$221 Sell
7
-193
-97% -$6.11K ﹤0.01% 733
2024
Q2 		$6.29K Hold
200
– – ﹤0.01% 581
2024
Q1 		$7.48K Buy
+200
New +$6.3K ﹤0.01% 647

Other funds holding NCNO

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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

Colonial Trust Advisors's NCNO Position: Q4 2024 in Review

Colonial Trust Advisors sold out of nCino (NCNO) in Q4 2024, closing a stake of 7 shares — an estimated $221 sold.

Colonial Trust Advisors first reported a position in NCNO in Q1 2024 and held it in 3 quarters. The position peaked at $7.48K in Q1 2024. 280 funds tracked by Wall St. Rank hold NCNO as of Q4 2024.

  • Colonial Trust Advisors reported no remaining nCino position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 7 nCino shares in Q4 2024, an estimated $221.
  • Colonial Trust Advisors first reported a position in nCino in Q1 2024 and held it in 3 quarters.
  • Colonial Trust Advisors's nCino position peaked at $7.48K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held nCino as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.