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Lloyd Advisory Services’s nCino NCNO Stock Holding History

Lloyd 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
Q4 		– Sell
-20,074
Closed -$638K – 266
2023
Q3 		$638K Buy
+20,074
New +$619K 0.21% 114

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HCM
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Vanguard Group
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DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Lloyd Advisory Services's NCNO Position: Q4 2023 in Review

Lloyd Advisory Services sold out of nCino (NCNO) in Q4 2023, closing a stake of 20,074 shares — an estimated $638K sold.

Lloyd Advisory Services first reported a position in NCNO in Q3 2023 and held it in 1 quarter. The position peaked at $638K in Q3 2023. 209 funds tracked by Wall St. Rank hold NCNO as of Q4 2023.

  • Lloyd Advisory Services reported no remaining nCino position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 20,074 nCino shares in Q4 2023, an estimated $638K.
  • Lloyd Advisory Services first reported a position in nCino in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's nCino position peaked at $638K in Q3 2023.
  • 209 funds tracked by Wall St. Rank held nCino as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.