Raymond James Financial Services Advisors’s nCino NCNO Stock Holding History

Raymond James Financial Services 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	$425K	Sell	13,453 -997	-7%	-$31.6K	﹤0.01%	2730
2024 Q2	$454K	Buy	14,450 +1,126	+8%	+$35.2K	﹤0.01%	2610
2024 Q1	$498K	Buy	13,324 +6,534	+96%	+$206K	﹤0.01%	2514
2023 Q4	$228K	Buy	+6,790	New	+$202K	﹤0.01%	2920
2022 Q4	–	Sell	-10,038	Closed	-$342K	–	3340
2022 Q3	$342K	Buy	10,038 +585	+6%	+$19.7K	﹤0.01%	2497
2022 Q2	$292K	Buy	9,453 +3,176	+51%	+$112K	﹤0.01%	2614
2022 Q1	$257K	Buy	6,277 +1,672	+36%	+$76.6K	﹤0.01%	2828
2021 Q4	$253K	Sell	4,605 -1,348	-23%	-$87.5K	﹤0.01%	2820
2021 Q3	$423K	Buy	5,953 +331	+6%	+$22.1K	﹤0.01%	2476
2021 Q2	$337K	Sell	5,622 -15,090	-73%	-$951K	﹤0.01%	2641
2021 Q1	$1.38M	Buy	20,712 +5,383	+35%	+$384K	﹤0.01%	1625
2020 Q4	$1.11M	Buy	15,329 +320	+2%	+$24.7K	﹤0.01%	1637
2020 Q3	$1.2M	Buy	+15,009	New	+$1.2M	﹤0.01%	1443

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 $6.73T AUM 46.02% 1-Year Est. Return

LPP

Long Path Partners Stamford, Connecticut $235M AUM 22.51% 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 $500M AUM 25.3% 1-Year Est. Return

Raymond James Financial Services Advisors's NCNO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its nCino (NCNO) stake by 6.9% in Q3 2024, selling an estimated $31.6K and leaving 13,453 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2730.

Raymond James Financial Services Advisors first reported a position in NCNO in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.38M in Q1 2021. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

Raymond James Financial Services Advisors held 13,453 shares of nCino worth $425K as of Q3 2024.
Raymond James Financial Services Advisors sold 997 nCino shares in Q3 2024, an estimated $31.6K.
nCino made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2730 holding.
Raymond James Financial Services Advisors first reported a position in nCino in Q3 2020 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's nCino position peaked at $1.38M in Q1 2021.
273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.