GWS
NOAH

Glassman Wealth Services’s Noah Holdings NOAH Stock Holding History

Glassman Wealth Services’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-217
Closed -$4K – 1883
2022
Q2 		$4K Buy
217
+129
+147% +$2.41K ﹤0.01% 1086
2022
Q1 		$2K Buy
88
+64
+267% +$1.8K ﹤0.01% 1249
2021
Q4 		$1K Buy
24
+13
+118% +$490 ﹤0.01% 1436
2021
Q3 		$0 Buy
+11
New +$436 ﹤0.01% 1743

Other funds holding NOAH

YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAM
Pinpoint Asset Management Hong Kong $576M AUM 43.65% 1-Year Est. Return

Glassman Wealth Services's NOAH Position: Q3 2022 in Review

Glassman Wealth Services sold out of Noah Holdings (NOAH) in Q3 2022, closing a stake of 217 shares — an estimated $4K sold.

Glassman Wealth Services first reported a position in NOAH in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 81 funds tracked by Wall St. Rank hold NOAH as of Q3 2022.

  • Glassman Wealth Services reported no remaining Noah Holdings position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 217 Noah Holdings shares in Q3 2022, an estimated $4K.
  • Glassman Wealth Services first reported a position in Noah Holdings in Q3 2021 and held it in 4 quarters.
  • Glassman Wealth Services's Noah Holdings position peaked at $4K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Noah Holdings as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.