Level Four Advisory Services’s nCino NCNO Stock Holding History

Level Four 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
2023 Q3	–	Sell	-6,804	Closed	-$205K	–	822
2023 Q2	$205K	Buy	+6,804	New	+$173K	0.01%	734
2022 Q4	–	Sell	-6,020	Closed	-$205K	–	703
2022 Q3	$205K	Buy	+6,020	New	+$203K	0.02%	502
2022 Q2	–	Sell	-6,050	Closed	-$248K	–	621
2022 Q1	$248K	Sell	6,050 -410	-6%	-$18.8K	0.02%	553
2021 Q4	$354K	Buy	+6,460	New	+$419K	0.03%	482

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Level Four Advisory Services's NCNO Position: Q3 2023 in Review

Level Four Advisory Services sold out of nCino (NCNO) in Q3 2023, closing a stake of 6,804 shares — an estimated $205K sold.

Level Four Advisory Services first reported a position in NCNO in Q4 2021 and held it in 4 quarters. The position peaked at $354K in Q4 2021. 197 funds tracked by Wall St. Rank hold NCNO as of Q3 2023.

Level Four Advisory Services reported no remaining nCino position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 6,804 nCino shares in Q3 2023, an estimated $205K.
Level Four Advisory Services first reported a position in nCino in Q4 2021 and held it in 4 quarters.
Level Four Advisory Services's nCino position peaked at $354K in Q4 2021.
197 funds tracked by Wall St. Rank held nCino as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.