Comments saidit was 5,000 shares sold at an average of $67.77 for a loss of $429,938. Nevertheless, Mr. Pelosi remains active on boards such as the San Francisco Museum Of Modern Art Foundation, where he serves as co-chairman alongside his wife Nancywho incidentally graduated from the University Of California Berkeley with an undergraduate degree in political science before going on to earn a law degree from Georgetown University Law Center! Tech stocks struggled in 2022 as the Federal Reserve raised interest rates from near-zero to around 4.5%, with the higher cost of borrowing chipping away at the future cash flows that form a core part of their valuation. The Most Important Ages for Retirement Planning: Age 59 , The Most Important Ages for Retirement Planning: Age 65, The Most Important Ages for Retirement Planning: Age 66, The Most Important Ages for Retirement Planning: Age 70 . PayPal Holdings (PYPL) is an American company that operates a worldwide online payment system that supports online money transfers. House Speaker Nancy Pelosi's husband, Paul, has amassed a . Per the STOCK Act, members of Congress are required to file financial disclosures within 45 days of making a trade, doing so in a certified congressional document known as a periodic transaction report. If you're wondering why a stock moved a certain way, check out Finviz which aggregates the most news for almost every stock . Among the hedge funds being tracked by Insider Monkey, Omaha-based investment firm. Here is what the fund said: At the company-specific level, there was a broad correction across the entire portfolio. Fun fact: Nancy and Paul are often called the Bonnie and Clyde of investing. She has been accused of using inside information to make trades that have made her hundreds of millions of dollars. Founded in 2013, Nvidia Corporation (NVDA) is an American technology company specializing in the design and manufacturing of graphics processing units (GPUs). Our secular thesis is based on our conviction that the quest for ever-increasing compute speeds will increasingly rely on memory to solve bottlenecks and that increased memory content in nearly everything from mobile phones to automobiles will drive demand. Our rationale was that, while the memory industry is cyclical, we believed there are strong secular drivers in place that will lead to higher peaks and long-term growth. Last week, it committed to investing $10 billion in OpenAI, the company behind the hugely popular ChatGPT. Options. quotes delayed at least 15 minutes, all others at least 20 minutes. The data was collected from Capitol Trades, a website tracking stock trading reports of U.S. politicians. The report is dated late February 2022 and signed by Pelosi herself. Here is what the fund said: This quarter, we bought shares inPayPal Holdings, Inc. (NASDAQ:PYPL), the payments platform. Its line of products is focused on computer memory, including RAM, flash memory, and USB flash drives. The two ETFs are Ab Ultra-Short Income ETF and AB Tax Aware Short Duration Municipal ETF. Analysts say investors should buy these undervalued stocks. Despite its strong market performance, Microsofts EPS still declined in 2022, sparking a wave of layoffs. In its Q2 2022 investor letter, Baron Funds, an asset management firm, highlighted a few stocks and Tesla, Inc. (NASDAQ:TSLA) was one of them. Potential conflicts of interest with knowing legislation and contracts that could be awarded by Congress have increased calls to ban members of Congress and their spouses from being able to trade while in office. If you want to read about some more Nancy Pelosi stocks, go directly to, The stock trading activities of lawmakers in the United States have always made for interesting case studies. The couple has been married since 1963 after meeting while both attending UC Berkeley: long before either had achieved success as politicians or businesspeople! Bargain hunters looking to buy and hold should consider these weed stocks. And that's enough for some social traders, who see his trades as hers. gains > $200? It is one of the elite stocks in the Nancy Pelosi stock portfolio. By. Also, it is currently one of the most active online gaming platforms in the world and a popular way of accessing the metaverse. Sen. Jon Ossoff, a Democrat, introduced a similar bill alongside Sen. Mark Kelly with the intent to ban members of Congress and their families from trading stocks. The content This investment fund of Nancy Pelosi is made up of $25 Million cash, stocks and government bonds. Theres even room for more lines. That means Pelosi's holdings lagged the SPDR's S&P 500 ETF Trust, which tracks the benchmark stock market index. Financial Market Data powered by FinancialContent Services, Inc. All rights reserved. Anyway, it shows that they are not wizards and dont always buy at the lowest price. The former speaker of the House's portfolio fell 19.8% in 2022, according to a report into Congressional trading published by Unusual Whales last week. $70.5M Total HoldingsTop 15 Positions$MSFT 12M 17%$CRM 8M 11%$GOOGL 7M 10%$NVDA 7M 9%$TSLA 6M 8%$NFLX 5M 7%$AMZN 5M 7%$FB 5M 7%$AB 4M 5%$AAPL 3M 5%$PYPL 3M 4%$DIS 2M 3%$RBLX 1M 2%$CRWD 1M 1%$MU 500k 0.7%. Here are some of the best picks for 2023. General Motors ICE automobile business would be disrupted if Tesla were successful. Access your favorite topics in a personalized feed while you're on the go. These are great options for a starter portfolio. Speaker Nancy Pelosi's husband is making massive stock trades as Congress mulls whether to ban lawmakers and their spouses from trading. Disney (NYSE:. We wanted to take advantage of what we view as temporary cyclical concerns that caused the stock to trade at less than 10x reasonable trough earnings per share (EPS) estimates and less than 7x recent peak EPS.. A new filing from Pelosi showedthe couples portfolio sold several stocks at the end of 2022, in a move that may have come in tandem with the end of the year and tax loss harvesting. Nancy Pelosi Stock Portfolio Revealed (2022) Daniel Ug August 7, 2022 Stock market Nancy's latest clairvoyant stock stunt (Aug 2022): Once again, Nancy (her husband) has made a trading move with unbelievable timing. The vast majority of the couple's wealth is derived from stocks, options, and investments made by Paul Pelosi. Nancy Pelosi doesnt trade or own stocks, its her husband Paul who manages their stock portfolio. Pelosi entered a Walt Disney position value between $500,000 and $1,000,000 in January 2022 when the stock was trading at $136. All rights reserved. Nancy Pelosi's run as the "Queen of Stonks"appears to have come to an end last year. Such an event is likely to shoot the share price up. Two members of the House Texas Rep. Pat Fallon and Florida Rep. Debbie Wasserman Schultz made returns of over 50% trading stocks last year, per Unusual Whales. Pelosi's January 21, 2022 filing revealed that she exercised 100 call options - 10,000 shares - of Disney (DIS:US) shares at a strike price of $100 that was set to expire on the same day. The Walt Disney Company (DIS) is widely regarded as the largest entertainment conglomerate in the world. did not have (either directly or indirectly) any positions in the securities mentioned in this article. USA. Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems. In July 2021, she made $5.3 million by exercising call options to buy 4000 . An Insider analysis estimated the Pelosis' cumulative. Later in the year, the Californian Democrat came forth with more trades where she exercised previously purchased call options: On June 17, 2022 - the same date as their expiry - 200 call options (20,000 shares) of Nvidia Corp (NVDA:US) were exercised at a strike price of $100. When asked in December 2021 whether members of Congress should even be allowed to trade stocks, Pelosi answered in the affirmative. Sold $500,000 to $1,000,000 of Alphabet on Dec. 21. Below are some of the current biggest positions in Nancy and Pauls stock portfolio that she had to disclose following the new STOCK Act, which requires members of Congress to disclose their trading activities. On June 17, Paul Pelosi exercised 200 call options on Nvidia (that were expiring on June 17) at a strike price of $100, valued at between $1 million and $5 million. Yield-hungry investors can make use of a variety of income-generating assets. Yet they dont always win. Comments saidit was 1,000 shares sold at an average price of $292.89 for a loss of $63,535. It is one of the prominent stocks in the Nancy Pelosi stock portfolio. Nancy Pelosi has traded stocks with her husband for many years. With Bitcoin's surge in early 2023, the "crypto winter" began to thaw. In this deal, Micron obtained a license to patents owned by Wi-LANs wholly owned subsidiaries, Innovative Memory Solutions, North Star Innovations, and Cetus Technologies. Nancy Pelosi, a former House Speaker and leader of the House Democrats for 20 years, is one of the most active stock traders among U.S. politicians. ETFs offer a liquid, low-cost way of investing in bonds. Former House Speaker Nancy Pelosi and her husband, Paul Pelosi, did not have a good final quarter of 2022 in terms of stocks, according to an end-of-the-year financial disclosure form. "Year after year, politicians somehow manage to outperform the market, buying and selling millions in stocks of companies they're supposed to be regulating," Republican Sen. Josh Hawley said. But they are only required to list the value of reported trades in broad ranges. Further, Roger had been a long-term director of General Motors. Options can be used in many ways, for example, as a hedge against a future price drop ((by buying put options) or as a bet that its price will have increased by the options expiration date (by buying call options). Nancy Pelosi Buys Google, Disney, Roblox & Other Tech Stocks January 03, 2022 03:30 am EST Written by Sheryl Sheth for TipRanks -> Current Speaker of the U.S. House of Representatives,. Based on the stocks purchased and disclosed from 2019 through Q4 2021, her portfolio grew 96% over that time, gaining $62 million in value. The transaction comes at an interesting time. Nancy Pelosi also owns shares of Apple (AAPL), Disney (DIS), and Roku (RBLX). Data from around 900 elite hedge funds tracked by Insider Monkey in the third quarter of 2022 was used to identify the number of hedge funds that hold stakes in each firm. can be used in many ways, for example, as a hedge against a future price drop ((by buying put options) or as a bet that its price will have increased by the options expiration date (by buying call options). These call options were previously purchased on Dec 22, 2020. It is one of the top stocks in the Nancy Pelosi stock portfolio. Copyright 2023 InvestorPlace Media, LLC. In this video we discuss the latest stock trades of Nancy Pelosi in the tech sector, and I show you how to find other Congress trades using resources online.. Concretely, the Banning Insider Trading in Congress Act was introduced in the Senate at the beginning of this year. As you'll see in the data, we're not told the exact amount of the purchase/sale of the assets, but rather a range. In its Q4 2021 investor letter, Tao Value, an asset management firm, highlighted a few stocks and Roblox Corporation (NYSE:RBLX) was one of them. That year alone, she earned more than $100,000 from dividends and gains on their investments. entities, such as banks, credit card issuers or travel companies. The transaction was disclosed the same day it was made. Nancy Pelosi, the Speaker of the United States House of Representatives since 2019, is one of the most active stock traders in the US Congress. In its Q2 2022 investor letter, ClearBridge Investments, an asset management firm, highlighted a few stocks and American Express Company (NYSE:AXP) was one of them. Since electric cars are powered by batteries and need little service, franchised dealerships are incented to sell ICE, not EV automobiles. It takes a long position in stocks that have been purchased, and a short position in stocks. So far in 2022, Pelosi has filed six transaction reports, disclosing several trades in Apple, the world's most valuable company. Despite the sell-off and the increased near-term volatility in its gaming business, NVIDIAs revenues grew 46% year-over-year with 48% operating margins, driven by continued strength in its data center business as companies across industries adopt AI and ML(, operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. Pelosi's stock portfolio is worth an estimated $150.5 million. A comprehensive investing guide for Stocks,ETFs, Commodities, and more. It is one of the major stocks in the Nancy Pelosi stock portfolio. According to the data available publicly, the House Speaker bought 5,000 shares in the firm worth somewhere between $500,000 and $1,000,000 in late July this year. On June 17, he exercised 200 call options on Nvidia. Other US politicians enjoyed better years for stock trading than Pelosi, according to Unusual Whales' report. These options were previously purchased on June 24, 2020, with a strike price of $80. Here is what the fund said: Roblox Corporation (NYSE:RBLX)got significantly more attention from both institutional & retail investors after Facebook announced to rename itself as Meta Platforms. pic.twitter.com/BQiEt2C9lp. Yet Paul somehow did it. Despite being prominently featured by many news outlets as the most active trader among U.S. politicians, former House Speaker Nancy Pelosi (or, more accurately, her husband) is far from being the most active stock market investor among the members of Congress. The Pelosi family is. Related Link: If You Invested $1,000 In SPY Stock When Nancy Pelosi Was Speaker Of The House, Here's How Much You Would Have Made. On October 10, PayPal Holdings said that it has withdrawn a policy that would have seen users fined $2,500 for spreading misinformation. It is one of the best stocks in the Nancy Pelosi stock portfolio. American Express Company (NYSE:AXP) provides charge and credit payment card products and travel-related services. Among the hedge funds being tracked by Insider Monkey, Chicago-based investment firm Citadel Investment Group is a leading shareholder in NVIDIA Corporation (NASDAQ:NVDA) with 19.2 million shares worth more than $2.3 billion. The stock trading activities of lawmakers in the United States have always made for interesting case studies. Some of the top stocks in the Nancy Pelosi stock portfolio include prominent names like Amazon.com, Inc. (NASDAQ: ). Top editors give you the stories you want delivered right to your inbox each weekday. On October 24, Atlantic Equities analyst Kunaal Malde maintained an Overweight rating on PayPal Holdings, Inc. (NASDAQ:PYPL) stock and lowered the price target to $110 from $120, noting that given the increasing likelihood that the US and global economies will enter recession, the advisory was now assuming a modest economic downturn in 2023 forecasts. Oops! that Pelosi exercised 50 CALL options (5,000 shares) on American Express Company (NYSE:AXP) shares in January 2022 at a strike price of $80. Invested $15,000 to $50,000 additionally in REOF XX LLC, a. In its Q2 2022 investor letter, Baron Funds, an asset management firm, highlighted a few stocks and NVIDIA Corporation (NASDAQ:NVDA) was one of them. In this deal, Micron obtained a license to patents owned by Wi-LANs wholly owned subsidiaries, Innovative Memory Solutions, North Star Innovations, and Cetus Technologies. Their losses confirm the fact that speculating on stocks is harder than most people think. House Speaker Nancy Pelosi (D-Calif.) shifted her public position Wednesday on banning lawmakers and their spouses from owning and trading individual stocks, saying more readily that she would . The good news is that Nancy Pelosi's investment style seems to be pretty solid. Even getting a portion of Pelosi's performance is still pretty good when you consider that one portfolio tracker measured her 2021 portfolio gains at more than 50%, which compares to a gain of . If you want to read about some more Nancy Pelosi stocks, go directly to 5 Best Nancy Pelosi Stocks to Buy Now. AXP) shares in January 2022 at a strike price of $80. As a result of the new bill, insider trading will get much riskier and harder. Each transaction featured a value of between $250,001 and $500,000. But many government reform groups panned this legislation, and the fate of a congressional stock-trade ban in general remains unclear. In 2023, however, Democrats no longer control the House, Pelosi is no longer House Speaker and there has yet to be a vote on congressional stock trading. Paul Pelosi has endured a turbulent and tragic 2022: he pleaded guilty to a DUI charge in August, and he is now recovering from head injuries he sustained after being attacked with a hammer in the Pelosis' home in October. For example, some of her recent picks include Visa (NYSE: V), Mastercard (NYSE: MA), and Coca Cola (NYSE: KO). Sold $250,000 to $500,000 of Netflix on Dec. 30. The financial gurus on TikTok and Twitter obsessively tracking Nancy Pelosi's stock trades Joshua Bote , SFGATE Feb. 3, 2022 Updated: Feb. 3, 2022 10:20 a.m. Something went wrong while submitting the form. Microsoft (MSFT) is another big tech company that the Pelosi couple has been investing in over the years and it's easy to see why. She said she will, however, remain a member of Congress, having easily won re-election in November 2022. Pelosi also traveled to Taiwan to meet with companies involved in the sector. It is one of the elite stocks in the Nancy Pelosi stock portfolio. Besides information directly connected to large companies, the members of Congress might get early info about planned stimulus checks, inflation numbers, monetary policy measures, etc. That means the former 'Queen of Stonks' lagged the S&P 500 in 2022. Despite those transparency requirements, a 2021 Insider investigation found that dozens of federal lawmakers and at least 182 top congressional staffers had violated a federal conflict-of-interest law known as the STOCK Act. The STOCK Act requires the trades to be reported no later than 45 days after they have been made, but Nancy is a diligent woman and usually reports them 1-5 days after the trade date. But it might change the course until the expiration. Recommended Skip recommended stories carousel and go to main content. She is married to Paul Pelosi, an owner of the San Francisco-headquartered venture capital firm Financial Leasing Services. (Andrew Caballero-Reynolds via Getty Images). In fact, MU has outperformed several of its hardware-producing counterparts in the past 12 months, losing just -25%. In its Q2 2022 investor letter, Mayar Capital, an asset management firm, highlighted a few stocks and PayPal Holdings, Inc. (NASDAQ:PYPL) was one of them. He is also actively trading stock options. Here's something we can do: ban all members of Congress from trading stocks and force those who do to pay their proceeds back to the American people. Nancy Pelosi is scrambling to quash bipartisan efforts to ban stock trading by Congressional lawmakers even as she and her. The price of the stock has since lost more than 21%, and currently commands a market cap of over $196 billion. Post this exercising trade, she sold 50 call options purchased back on July 23, 2021, with a strike price of $100 on the same date as their expiry: September 16, 2022. The strategy tracks the performance of companies that have been purchased by Rep. Nancy Pelosi. In its Q2 2022 investor letter, Meridian Funds, an asset management firm, highlighted a few stocks and Micron Technology, Inc. (NASDAQ:MU) was one of them. As a rule of thumb, many politicians seem to be investing in large blue-chip companies, including Apple, Microsoft, Disney, and others. (Reuters) - Russian Foreign Ministry spokeswoman Maria Zakharova said on Tuesday that Russia views U.S. House of Representatives Speaker Nancy Pelosi's expected visit to Taiwan as a "provocation" aimed at pressuring Beijing. Her husband, Paul Pelosi, is a businessman and investor with an estimated net worth of $120 million. It is one of the major stocks in the Nancy Pelosi stock portfolio. Stock Market Crash 2022 The Ultimate Guide, Friendliest NEW App To Learn Finance & Trading, 9 benefits of trading in stock or forex market, 9 brutally honest disadvantages of trading, Nancy Pelosi Stock Portfolio Revealed (2022). Both of them show suspicious signs of amazing timing. The same disclosure for January also shared a trade of PayPal (PYPL:US) where 50 call options - 5,000 shares - were exercised with an expiry dated January 21, 2022, with a $100 strike price. The purchases may not have been made by Pelosi herself but only disclosed on behalf of her husband, Paul Pelosi, who runs a venture capital firm. The prices are real and live, so youll get the real deal, only without the risk of losing your hard-earned money. According to Congress Trading, Pelosi lost over $500,000 on Tesla stock alone, before selling it in December. Mandatory filings from late March show that Pelosi. Simon American Express cards offer 5% back on eligible purchases at participating Simon destination detailers. 25 CALL options on Tesla, Inc. (NASDAQ:TSLA) stock worth somewhere around $1,000,000 and $5,000,000 on March 17. Pelosi has attracted a large following of stock traders on social media platforms in recent years thanks to the strong returns both she and her husband, financier Paul Pelosi, have generated on certain trades. Nancy Pelosi has been in Congress since 1987 and her wealth has grown significantly during her time in office. STOCK Act of April 2012 was passed, requiring lawmakers to disclose their stock trading through a Periodic Transaction Report within 45 days of the transaction. The price of AXP has increased by more than 17% since the start of the year, which is in line with most stocks in the financial sector. Members of Congress are required by law to report trades made by them or their immediate family within 45 days. On October 24, BMO Capital analyst James Fotheringham maintained a Market Perform rating on American Express Company (NYSE:AXP) stock and raised the price target to $166 from $163, noting that the company reported higher net interest income and lower costs and has also proven more resilient this rate cycle, despite its liability-sensitive balance sheet and growing consumer credit exposure. NVIDIAs stock was hit even harder, down 44.4%, impacted by concerns over the health of the consumer, dramatic declines in crypto, and COVID-related lockdowns in China. A self-directed IRA can make sense in some situations, but investors must also understand the drawbacks. Consider these diversified no-load fund picks for your retirement or taxable investment accounts. It's time to stop turning a blind eye to Washington profiteering.". All rights reserved. Members of Congress are free to buy and sell stocks and options as long as they disclose the transactions in a timely manner. This gives the broader public a unique insight into stock trading dealings the politicians engage in. But many other politicians including Georgia Rep. Marjorie Taylor Greene beat the benchmark index. In its Q4 2021 investor letter, Tao Value, an asset management firm, highlighted a few stocks and Roblox Corporation (NYSE:RBLX) was one of them. Access your favorite topics in a personalized feed while you're on the go. Still, the price of CRM at the time Pelosi bought it was $253, meaning that it is currently trading -36% removed from that price point. The report is dated late February 2022 and signed by the Speaker herself. backed a bill House Democratic leadership advanced. Among the hedge funds being tracked by Insider Monkey, New York-based investment firm Renaissance Technologies is a leading shareholder in Roblox Corporation (NYSE:RBLX) with 10.6 million shares worth more than $380 million. The companies listed below were picked from the Periodic Transaction Report(s) that US politicians who trade stocks are obliged to file. At present, Nancy Pelosi is the first woman to serve as Speaker of the House of Representatives. Keep track of your holdings and explore over 10,000 cryptocurrencies. Billionaire Steve Cohens Top 10 Technology Stocks, 11 Best Wind Power and Solar Stocks To Buy. Watch Nancy Pelosi's daily stock activities with the Nancy Pelosi Stock Tracker. When you spot Nancy making a trade you like, you can copy her trade with zero risk with our free stock trading simulator app. Get notifications when new reports are uploaded. On October 24, Barclays analyst Blayne Curtis maintained an Overweight rating on NVIDIA Corporation (NASDAQ:NVDA) stock and lowered the price target to $140 from $190, noting that the company expects material cuts through earnings in radio frequency, memory and PC. But together with her husband, she has also made some savvy stock investments, and its worth looking at the history of their stock portfolio. 2023 Benzinga.com. The report is dated late February 2022 and signed by the Speaker herself. Nancy Pelosi, Speaker of the U.S. House of Representatives, expressed interest in members of Congress owning stocks and followed it up with some major call options in December. NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. Is the original crypto making another comeback? Microns stock traded lower during the quarter due to macroeconomic concerns that led to lower earnings expectations. The report is dated late February 2022 and signed by Pelosi herself. On September 16, 2022, 200 call options (20,000 shares) of Alphabet Inc (GOOG:US) were exercised at a strike price of $100 and on the same date as their expiry. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com, 5 Hypergrowth Stocks With 10X Potential in 2023, recently secured stock options for five companies, NKLA Stock: There Are 10 Reasons Nikola Is Revving Up Today, DTST Stock Alert: The Pro Sports Deal That Has Data Storage Shares Soaring Today, WEJO Stock: 9 Things to Know About Wejo Group as Microsoft Deal Shines Light on the AV Player, Robert Bollinger: Meet the Man Behind Mullens Push Into Commercial EVs, A.I. Among the hedge funds being tracked by Insider Monkey, Omaha-based investment firm Berkshire Hathaway is a leading shareholder in American Express Company (NYSE:AXP) with 151.6 million shares worth more than $20 billion. AllianceBernstein Holding L.P. (NYSE:AB) is a publicly owned, investment manager. I believe the price appreciation is largely attributed to the increased attention. Only noware the comments showing cases of losses in a move that could be hoping for sympathy from the public after years of beating the market. Health care stocks dominate this year's biggest stock market gainers. And it has been argued that she has shared some of her knowledge with her husband, which allowed him to make well-informed stock market bets. These call options, numbering 10, were purchased on December 17, 2021, at a strike price of $2000.