Brendon J Fischer - Net Worth and Insider Trading
Brendon J Fischer Net Worth
The estimated net worth of Brendon J Fischer is at least $34,493 dollars as of 2024-04-25. Brendon J Fischer is the Assistant Investment Officer of Denali Fund Common and owns about 900 shares of Denali Fund Common (DNY) stock worth over $19,098. Brendon J Fischer is the Assistant Investment Officer of Valkyrie Bitcoin and Ether Strategy ETF and owns about 825 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) stock worth over $15,395. Brendon J Fischer is also the Portfolio Manager of SRH Total Return Fund, Inc. and owns about 0 shares of SRH Total Return Fund, Inc. (STEW) stock worth over $0. Details can be seen in Brendon J Fischer's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brendon J Fischer has not made any transactions after 2018-05-22 and currently still holds the listed stock(s).
Transaction Summary of Brendon J Fischer
Brendon J Fischer Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brendon J Fischer owns 1 companies in total, including SRH Total Return Fund, Inc. (STEW) .
Click here to see the complete history of Brendon J Fischer’s form 4 insider trades.
Insider Ownership Summary of Brendon J Fischer
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 2018-05-22 | other: Portfolio Manager |
Brendon J Fischer Latest Holdings Summary
Brendon J Fischer currently owns a total of 3 stocks. Among these stocks, Brendon J Fischer owns 900 shares of Denali Fund Common (DNY) as of December 17, 2013, with a value of $19,098 and a weighting of 55.37%. Brendon J Fischer owns 825 shares of Valkyrie Bitcoin and Ether Strategy ETF (BTF) as of December 17, 2013, with a value of $15,395 and a weighting of 44.63%. Brendon J Fischer also owns 0 shares of SRH Total Return Fund, Inc. (STEW) as of May 22, 2018, with a value of $0 and a weighting of 0%.
Latest Holdings of Brendon J Fischer
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| DNY | Denali Fund Common | 2013-12-17 | 900 | 21.22 | 19,098 |
| BTF | Valkyrie Bitcoin and Ether Strategy ETF | 2013-12-17 | 825 | 18.66 | 15,395 |
| STEW | SRH Total Return Fund, Inc. | 2018-05-22 | 0 | 14.39 | 0 |
Holding Weightings of Brendon J Fischer
Brendon J Fischer Form 4 Trading Tracker
According to the SEC Form 4 filings, Brendon J Fischer has made a total of 0 transactions in Denali Fund Common (DNY) over the past 5 years. The most-recent trade in Denali Fund Common is the acquisition of 250 shares on December 17, 2013, which cost Brendon J Fischer around $4,878.
According to the SEC Form 4 filings, Brendon J Fischer has made a total of 0 transactions in Valkyrie Bitcoin and Ether Strategy ETF (BTF) over the past 5 years. The most-recent trade in Valkyrie Bitcoin and Ether Strategy ETF is the acquisition of 225 shares on December 17, 2013, which cost Brendon J Fischer around $4,959.
According to the SEC Form 4 filings, Brendon J Fischer has made a total of 0 transactions in SRH Total Return Fund, Inc. (STEW) over the past 5 years. The most-recent trade in SRH Total Return Fund, Inc. is the sale of 24,177 shares on May 22, 2018, which brought Brendon J Fischer around $260,870.
Insider Trading History of Brendon J Fischer
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Brendon J Fischer Trading Performance
GuruFocus tracks the stock performance after each of Brendon J Fischer's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brendon J Fischer is 4.58%. GuruFocus also compares Brendon J Fischer's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brendon J Fischer within 3 months outperforms 3 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brendon J Fischer's insider trading performs compared to the benchmark.
Performance of Brendon J Fischer
Average Return
22.59%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.47 | 4.58 | 9.84 | 22.59 | 30.47 | 33.94 |
| Relative Return to S&P 500(%) | 1.61 | 3.55 | 4.57 | 9.88 | 6.23 | -4.04 |
Brendon J Fischer Ownership Network
Ownership Network List of Brendon J Fischer
Ownership Network Relation of Brendon J Fischer
Brendon J Fischer Owned Company Details
What does SRH Total Return Fund, Inc. do?
Who are the key executives at SRH Total Return Fund, Inc.?
Brendon J Fischer is the other: Portfolio Manager of SRH Total Return Fund, Inc.. Other key executives at SRH Total Return Fund, Inc. include other: Officer of Advisor Jonathan Albro Vickery , other: Investment Adviser Advisors Paralel , and Treasurer Jill Kerschen .
SRH Total Return Fund, Inc. (STEW) Insider Trades Summary
Over the past 18 months, Brendon J Fischer made no insider transaction in SRH Total Return Fund, Inc. (STEW). Other recent insider transactions involving SRH Total Return Fund, Inc. (STEW) include a net purchase of 1,534 shares made by Thomas Jack Moore ,
In summary, during the past 3 months, insiders sold 0 shares of SRH Total Return Fund, Inc. (STEW) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of SRH Total Return Fund, Inc. (STEW) were sold and 1,534 shares were bought by its insiders, resulting in a net purchase of 1,534 shares.
SRH Total Return Fund, Inc. (STEW)'s detailed insider trading history can be found in Insider Trading Tracker table.
SRH Total Return Fund, Inc. Insider Transactions
Brendon J Fischer Mailing Address
Above is the net worth, insider trading, and ownership report for Brendon J Fischer. You might contact Brendon J Fischer via mailing address: 2344 Spruce Street, Suite A, Boulder Co 80302.
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