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Patriot Financial Group Insurance Agency’s nCino NCNO Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-50
Closed -$4K – 1947
2020
Q3 		$4K Buy
+50
New +$3.99K ﹤0.01% 1299

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Patriot Financial Group Insurance Agency's NCNO Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of nCino (NCNO) in Q4 2020, closing a stake of 50 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in NCNO in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 174 funds tracked by Wall St. Rank hold NCNO as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining nCino position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 50 nCino shares in Q4 2020, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in nCino in Q3 2020 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's nCino position peaked at $4K in Q3 2020.
  • 174 funds tracked by Wall St. Rank held nCino as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.