Suzanne Woolsey - Net Worth and Insider Trading

Suzanne Woolsey Net Worth

The estimated net worth of Suzanne Woolsey is at least $349,495 dollars as of 2024-03-29. Suzanne Woolsey is the Director of Fluor Corp and owns about 7,669 shares of Fluor Corp (FLR) stock worth over $324,245. Suzanne Woolsey is the Director of Invesco Dynamic Credit Opportunities Fund and owns about 373 shares of Invesco Dynamic Credit Opportunities Fund (VTA) stock worth over $4,271. Suzanne Woolsey is also the Director of Invesco Bond Fund and owns about 248 shares of Invesco Bond Fund (VBF) stock worth over $3,881. Besides these, Suzanne Woolsey also holds Invesco Senior Income Trust (VVR) , Invesco Municipal Opportunity Trust (VMO) , Invesco Municipal Trust (VKQ) , Invesco Advantage Municipal Income Trust II (VKI) , Invesco High Income Trust II (VLT) . Details can be seen in Suzanne Woolsey's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Suzanne Woolsey has not made any transactions after 2013-03-12 and currently still holds the listed stock(s).

Transaction Summary of Suzanne Woolsey

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Suzanne Woolsey Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Suzanne Woolsey owns 16 companies in total, including Invesco Bond Fund () , Invesco Muni Income Opps Trust () , and Invesco High Income Trust II () among others .

Click here to see the complete history of Suzanne Woolsey’s form 4 insider trades.

Insider Ownership Summary of Suzanne Woolsey

Ticker Comapny Transaction Date Type of Owner
Invesco Bond Fund 2013-03-12 director
Invesco Muni Income Opps Trust 2014-08-29 other: Trustee
Invesco High Income Trust II 2013-03-12 director
Invesco Municipal Trust 2013-03-12 director
Invesco Trust for Investment Grade Municipals 2003-06-30 director
Invesco Trust For Investment Grade New York Municipals 2003-06-30 director
Invesco Municipal Opportunity Trust 2013-03-12 director
Invesco Quality Municipal Income Trust 2014-08-29 other: Trustee
Invesco Value Municipal Income Trust 2014-08-29 other: Trustee
Invesco Pennsylvania Value Municipal Income Trust 2003-06-30 director
Invesco California Value Municipal Income Trust 2003-06-30 director
Invesco Advantage Municipal Income Trust II 2013-03-12 director
Invesco Senior Income Trust 2013-03-12 director
Invesco Dynamic Credit Opportunities Fund 2013-03-12 director
Invesco High Income 2023 Target Term Fund 2016-11-22 other: Trustee
Fluor Corp 2011-06-08 director

Suzanne Woolsey Latest Holdings Summary

Suzanne Woolsey currently owns a total of 8 stocks. Among these stocks, Suzanne Woolsey owns 7,669 shares of Fluor Corp (FLR) as of June 8, 2011, with a value of $324,245 and a weighting of 92.78%. Suzanne Woolsey owns 373 shares of Invesco Dynamic Credit Opportunities Fund (VTA) as of March 12, 2013, with a value of $4,271 and a weighting of 1.22%. Suzanne Woolsey also owns 248 shares of Invesco Bond Fund (VBF) as of March 12, 2013, with a value of $3,881 and a weighting of 1.11%. The other 5 stocks Invesco Senior Income Trust (VVR) , Invesco Municipal Opportunity Trust (VMO) , Invesco Municipal Trust (VKQ) , Invesco Advantage Municipal Income Trust II (VKI) , Invesco High Income Trust II (VLT) have a combined weighting of 4.89% among all his current holdings.

Latest Holdings of Suzanne Woolsey

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
FLR Fluor Corp 2011-06-08 7,669 42.28 324,245
VTA Invesco Dynamic Credit Opportunities Fund 2013-03-12 373 11.45 4,271
VBF Invesco Bond Fund 2013-03-12 248 15.65 3,881
VVR Invesco Senior Income Trust 2013-03-12 896 4.28 3,835
VMO Invesco Municipal Opportunity Trust 2013-03-12 360 9.73 3,503
VKQ Invesco Municipal Trust 2013-03-12 360 9.70 3,492
VKI Invesco Advantage Municipal Income Trust II 2013-03-12 394 8.50 3,349
VLT Invesco High Income Trust II 2013-03-12 272 10.73 2,919

Holding Weightings of Suzanne Woolsey


Suzanne Woolsey Form 4 Trading Tracker

According to the SEC Form 4 filings, Suzanne Woolsey has made a total of 0 transactions in Fluor Corp (FLR) over the past 5 years. The most-recent trade in Fluor Corp is the sale of 3,373 shares on June 8, 2011, which brought Suzanne Woolsey around $214,084.

According to the SEC Form 4 filings, Suzanne Woolsey has made a total of 0 transactions in Invesco Dynamic Credit Opportunities Fund (VTA) over the past 5 years. The most-recent trade in Invesco Dynamic Credit Opportunities Fund is the acquisition of 373 shares on March 12, 2013, which cost Suzanne Woolsey around $4,994.

According to the SEC Form 4 filings, Suzanne Woolsey has made a total of 0 transactions in Invesco Bond Fund (VBF) over the past 5 years. The most-recent trade in Invesco Bond Fund is the acquisition of 248 shares on March 12, 2013, which cost Suzanne Woolsey around $4,980.

More details on Suzanne Woolsey's insider transactions can be found in the Insider Trading History of Suzanne Woolsey table.

Insider Trading History of Suzanne Woolsey

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Suzanne Woolsey Trading Performance

GuruFocus tracks the stock performance after each of Suzanne Woolsey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Suzanne Woolsey is -5.09%. GuruFocus also compares Suzanne Woolsey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Suzanne Woolsey within 3 months outperforms 0 times out of 3 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Suzanne Woolsey's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Suzanne Woolsey

Average Relative Return

Outperforming Transactions

Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Relative Return(%) 0.56 -5.09 -9.96 -7.63 -4.13 -4.79
Relative Return to S&P 500(%) -1.78 -8.96 -18.39 -27.97 -19.49 -14

Suzanne Woolsey Ownership Network

Ownership Network List of Suzanne Woolsey

No Data

Ownership Network Relation of Suzanne Woolsey


Suzanne Woolsey Owned Company Details

What does Invesco Bond Fund do?

Who are the key executives at Invesco Bond Fund?

Suzanne Woolsey is the director of Invesco Bond Fund. Other key executives at Invesco Bond Fund include President & PEO Glenn Eugene Brightman , Senior Vice President Stephanie Butcher , and director & Senior Vice President Tony Wong .

Invesco Bond Fund () Insider Trades Summary

Over the past 18 months, Suzanne Woolsey made no insider transaction in Invesco Bond Fund (). Other recent insider transactions involving Invesco Bond Fund () include a net purchase of 2,000 shares made by Todd Schomberg ,

In summary, during the past 3 months, insiders sold 0 shares of Invesco Bond Fund () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Invesco Bond Fund () were sold and 2,000 shares were bought by its insiders, resulting in a net purchase of 2,000 shares.

Invesco Bond Fund ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Invesco Bond Fund Insider Transactions

No Available Data

Suzanne Woolsey Mailing Address

Above is the net worth, insider trading, and ownership report for Suzanne Woolsey. You might contact Suzanne Woolsey via mailing address: 1555 Peachtree Street, Suite 100, Atlanta 2q 30309.

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