Crewe Advisors’s nCino NCNO Stock Holding History

Crewe 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 Q3	–	Sell	-822	Closed	-$25.9K	–	896
2024 Q2	$25.9K	Buy	+822	New	+$25.7K	﹤0.01%	504

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 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

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

Crewe Advisors's NCNO Position: Q3 2024 in Review

Crewe Advisors sold out of nCino (NCNO) in Q3 2024, closing a stake of 822 shares — an estimated $25.9K sold.

Crewe Advisors first reported a position in NCNO in Q2 2024 and held it in 1 quarter. The position peaked at $25.9K in Q2 2024. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

Crewe Advisors reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 822 nCino shares in Q3 2024, an estimated $25.9K.
Crewe Advisors first reported a position in nCino in Q2 2024 and held it in 1 quarter.
Crewe Advisors's nCino position peaked at $25.9K in Q2 2024.
273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.