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Tilia Fiduciary Partners’s nCino NCNO Stock Holding History

Tilia Fiduciary Partners’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
-1,002
Closed -$30.2K – 334
2023
Q2 		$30.2K Hold
1,002
– – 0.03% 264
2023
Q1 		$24.8K Hold
1,002
– – 0.02% 277
2022
Q4 		$26.5K Buy
1,002
+50
+5% +$1.41K 0.03% 258
2022
Q3 		$30K Hold
952
– – 0.03% 246
2022
Q2 		$30K Hold
952
– – 0.03% 253
2022
Q1 		$39K Buy
+952
New +$43.6K 0.03% 242

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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tilia Fiduciary Partners's NCNO Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of nCino (NCNO) in Q3 2023, closing a stake of 1,002 shares — an estimated $30.2K sold.

Tilia Fiduciary Partners first reported a position in NCNO in Q1 2022 and held it in 6 quarters. The position peaked at $39K in Q1 2022. 197 funds tracked by Wall St. Rank hold NCNO as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining nCino position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,002 nCino shares in Q3 2023, an estimated $30.2K.
  • Tilia Fiduciary Partners first reported a position in nCino in Q1 2022 and held it in 6 quarters.
  • Tilia Fiduciary Partners's nCino position peaked at $39K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held nCino as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.