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Triad Wealth Partners’s nCino NCNO Stock Holding History

Triad Wealth 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
2024
Q3 		– Sell
-184
Closed -$5.79K – 595
2024
Q2 		$5.79K Buy
+184
New +$5.75K ﹤0.01% 539

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HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
Capital International Investors
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
SP
ShawSpring Partners Boston, Massachusetts $268M AUM 28.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Triad Wealth Partners's NCNO Position: Q3 2024 in Review

Triad Wealth Partners sold out of nCino (NCNO) in Q3 2024, closing a stake of 184 shares — an estimated $5.79K sold.

Triad Wealth Partners first reported a position in NCNO in Q2 2024 and held it in 1 quarter. The position peaked at $5.79K in Q2 2024. 273 funds tracked by Wall St. Rank hold NCNO as of Q3 2024.

  • Triad Wealth Partners reported no remaining nCino position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 184 nCino shares in Q3 2024, an estimated $5.79K.
  • Triad Wealth Partners first reported a position in nCino in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's nCino position peaked at $5.79K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held nCino as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.