Toth Financial Advisory’s Noah Holdings NOAH Stock Holding History

Toth Financial Advisory’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
2021 Q4	–	Sell	-100	Closed	-$4K	–	802
2021 Q3	$4K	Sell	100 -100	-50%	-$3.96K	﹤0.01%	581
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	468
2021 Q1	$9K	Hold	200	–	–	﹤0.01%	476
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	407
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	430
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	410
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	328
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	335
2019 Q3	$6K	Hold	200	–	–	﹤0.01%	351
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	326
2019 Q1	$10K	Hold	200	–	–	﹤0.01%	308
2018 Q4	$9K	Sell	200 -200	-50%	-$8.3K	﹤0.01%	290
2018 Q3	$17K	Hold	400	–	–	﹤0.01%	279
2018 Q2	$21K	Sell	400 -18,015	-98%	-$1.02M	﹤0.01%	264
2018 Q1	$869K	Hold	18,415	–	–	0.21%	95
2017 Q4	$852K	Hold	18,415	–	–	0.2%	96
2017 Q3	$591K	Hold	18,415	–	–	0.15%	111
2017 Q2	$528K	Buy	+18,415	New	+$489K	0.14%	111

Other funds holding NOAH

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toth Financial Advisory's NOAH Position: Q4 2021 in Review

Toth Financial Advisory sold out of Noah Holdings (NOAH) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

Toth Financial Advisory first reported a position in NOAH in Q2 2017 and held it in 18 quarters. The position peaked at $869K in Q1 2018. 116 funds tracked by Wall St. Rank hold NOAH as of Q4 2021.

Toth Financial Advisory reported no remaining Noah Holdings position as of Q4 2021 after selling out during the quarter.
Toth Financial Advisory sold 100 Noah Holdings shares in Q4 2021, an estimated $4K.
Toth Financial Advisory first reported a position in Noah Holdings in Q2 2017 and held it in 18 quarters.
Toth Financial Advisory's Noah Holdings position peaked at $869K in Q1 2018.
116 funds tracked by Wall St. Rank held Noah Holdings as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.