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Diversify Advisory Services’s nCino NCNO Stock Holding History

Diversify Advisory Services’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
-6,496
Closed -$202K – 663
2024
Q2 		$202K Sell
6,496
-4,052
-38% -$127K 0.01% 606
2024
Q1 		$373K Buy
+10,548
New +$332K 0.02% 487

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

Diversify Advisory Services's NCNO Position: Q3 2024 in Review

Diversify Advisory Services sold out of nCino (NCNO) in Q3 2024, closing a stake of 6,496 shares — an estimated $202K sold.

Diversify Advisory Services first reported a position in NCNO in Q1 2024 and held it in 2 quarters. The position peaked at $373K in Q1 2024. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Diversify Advisory Services reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 6,496 nCino shares in Q3 2024, an estimated $202K.
  • Diversify Advisory Services first reported a position in nCino in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's nCino position peaked at $373K in Q1 2024.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.