JWM
NOAH

Janiczek Wealth Management’s Noah Holdings NOAH Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$657 Sell
68
-194
-74% -$2.39K ﹤0.01% 976
2024
Q1 		$3K Hold
262
– – ﹤0.01% 825
2023
Q4 		$3.62K Hold
262
– – ﹤0.01% 787
2023
Q3 		$3.27K Hold
262
– – ﹤0.01% 771
2023
Q2 		$3.7K Hold
262
– – ﹤0.01% 694
2023
Q1 		$4.31K Hold
262
– – ﹤0.01% 679
2022
Q4 		$4.66K Hold
262
– – ﹤0.01% 661
2022
Q3 		$4K Sell
262
-1,483
-85% -$25.2K ﹤0.01% 692
2022
Q2 		$30K Buy
1,745
+748
+75% +$14K 0.01% 403
2022
Q1 		$23K Buy
997
+5
+0.5% +$141 0.01% 427
2021
Q4 		$30K Sell
992
-311
-24% -$11.7K 0.01% 417
2021
Q3 		$48K Buy
1,303
+270
+26% +$10.7K 0.02% 291
2021
Q2 		$49K Sell
1,033
-123
-11% -$5.43K 0.02% 257
2021
Q1 		$51K Buy
1,156
+269
+30% +$12.8K 0.02% 225
2020
Q4 		$42K Buy
887
+731
+469% +$23.6K 0.02% 231
2020
Q3 		$4K Buy
+156
New +$4.6K ﹤0.01% 394

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
PAM
Pinpoint Asset Management Hong Kong $576M AUM 43.65% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return

Janiczek Wealth Management's NOAH Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Noah Holdings (NOAH) stake by 74% in Q2 2024, selling an estimated $2.39K and leaving 68 shares worth $657. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Janiczek Wealth Management first reported a position in NOAH in Q3 2020 and has held it in 16 quarters since. The position peaked at $51K in Q1 2021. 71 funds tracked by Wall St. Rank hold NOAH as of Q2 2024.

  • Janiczek Wealth Management held 68 shares of Noah Holdings worth $657 as of Q2 2024.
  • Janiczek Wealth Management sold 194 Noah Holdings shares in Q2 2024, an estimated $2.39K.
  • Noah Holdings made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #976 holding.
  • Janiczek Wealth Management first reported a position in Noah Holdings in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Noah Holdings position peaked at $51K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Noah Holdings as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.