Kathleen Goetz - Net Worth and Insider Trading
Kathleen Goetz Net Worth
The estimated net worth of Kathleen Goetz is at least $69,117 dollars as of 2024-05-07. Kathleen Goetz is the Director of Tekla Healthcare Opportunities Fund and owns about 1,148 shares of Tekla Healthcare Opportunities Fund (THQ) stock worth over $22,949. Kathleen Goetz is the Director of abrdn Healthcare Investors and owns about 1,080 shares of abrdn Healthcare Investors (HQH) stock worth over $18,187. Kathleen Goetz is also the Director of abrdn Life Sciences Investors and owns about 1,085 shares of abrdn Life Sciences Investors (HQL) stock worth over $14,908. Besides these, Kathleen Goetz also holds Tekla World Healthcare Fund (THW) . Details can be seen in Kathleen Goetz's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Kathleen Goetz has not made any transactions after 2024-04-09 and currently still holds the listed stock(s).
Transaction Summary of Kathleen Goetz
Kathleen Goetz Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Kathleen Goetz owns 4 companies in total, including abrdn Healthcare Investors (HQH) , abrdn Life Sciences Investors (HQL) , and Tekla Healthcare Opportunities Fund (THQ) among others .
Click here to see the complete history of Kathleen Goetz’s form 4 insider trades.
Insider Ownership Summary of Kathleen Goetz
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HQH | abrdn Healthcare Investors | 2024-04-09 | director |
| HQL | abrdn Life Sciences Investors | 2024-04-09 | director |
| THQ | Tekla Healthcare Opportunities Fund | 2024-04-09 | director |
 | | 2024-04-09 | director |
Kathleen Goetz Latest Holdings Summary
Kathleen Goetz currently owns a total of 4 stocks. Among these stocks, Kathleen Goetz owns 1,148 shares of Tekla Healthcare Opportunities Fund (THQ) as of April 9, 2024, with a value of $22,949 and a weighting of 33.2%. Kathleen Goetz owns 1,080 shares of abrdn Healthcare Investors (HQH) as of April 9, 2024, with a value of $18,187 and a weighting of 26.31%. Kathleen Goetz also owns 1,085 shares of abrdn Life Sciences Investors (HQL) as of April 9, 2024, with a value of $14,908 and a weighting of 21.57%. The other 1 stocks Tekla World Healthcare Fund (THW) have a combined weighting of 18.92% among all his current holdings.
Latest Holdings of Kathleen Goetz
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| THQ | Tekla Healthcare Opportunities Fund | 2024-04-09 | 1,148 | 19.99 | 22,949 |
| HQH | abrdn Healthcare Investors | 2024-04-09 | 1,080 | 16.84 | 18,187 |
| HQL | abrdn Life Sciences Investors | 2024-04-09 | 1,085 | 13.74 | 14,908 |
| THW | Tekla World Healthcare Fund | 2024-04-09 | 1,017 | 12.86 | 13,074 |
Holding Weightings of Kathleen Goetz
Kathleen Goetz Form 4 Trading Tracker
According to the SEC Form 4 filings, Kathleen Goetz has made a total of 3 transactions in Tekla Healthcare Opportunities Fund (THQ) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Tekla Healthcare Opportunities Fund is the acquisition of 600 shares on April 9, 2024, which cost Kathleen Goetz around $11,724.
According to the SEC Form 4 filings, Kathleen Goetz has made a total of 3 transactions in abrdn Healthcare Investors (HQH) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in abrdn Healthcare Investors is the acquisition of 525 shares on April 9, 2024, which cost Kathleen Goetz around $8,621.
According to the SEC Form 4 filings, Kathleen Goetz has made a total of 3 transactions in abrdn Life Sciences Investors (HQL) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in abrdn Life Sciences Investors is the acquisition of 400 shares on April 9, 2024, which cost Kathleen Goetz around $5,328.
More details on Kathleen Goetz's insider transactions can be found in the Insider Trading History of Kathleen Goetz table.Insider Trading History of Kathleen Goetz
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Kathleen Goetz Trading Performance
GuruFocus tracks the stock performance after each of Kathleen Goetz's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kathleen Goetz is -3.96%. GuruFocus also compares Kathleen Goetz's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kathleen Goetz within 3 months outperforms 7 times out of 8 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Kathleen Goetz's insider trading performs compared to the benchmark.
Performance of Kathleen Goetz
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.68 | | | | | |
| Relative Return to S&P 500(%) | 3.32 | | | | | |
Kathleen Goetz Ownership Network
Kathleen Goetz Owned Company Details
What does abrdn Healthcare Investors do?
Who are the key executives at abrdn Healthcare Investors?
Kathleen Goetz is the director of abrdn Healthcare Investors. Other key executives at abrdn Healthcare Investors include Vice President Alan R Goodson , other: Director of Adviser Jaclyn Marie Matsick , and Chief Compliance Officer & VP Joseph Andolina .
abrdn Healthcare Investors (HQH) Insider Trades Summary
Over the past 18 months, Kathleen Goetz made 1 insider transaction in abrdn Healthcare Investors (HQH) with a net purchase of 525. Other recent insider transactions involving abrdn Healthcare Investors (HQH) include a net purchase of 19,000 shares made by Daniel R Omstead , a net purchase of 1,000 shares made by Bill Maher , and a net purchase of 1,000 shares made by Todd Reit .
In summary, during the past 3 months, insiders sold 0 shares of abrdn Healthcare Investors (HQH) in total and bought 525 shares, with a net purchase of 525 shares. During the past 18 months, 0 shares of abrdn Healthcare Investors (HQH) were sold and 21,695 shares were bought by its insiders, resulting in a net purchase of 21,695 shares.
abrdn Healthcare Investors (HQH)'s detailed insider trading history can be found in Insider Trading Tracker table.
abrdn Healthcare Investors Insider Transactions
Kathleen Goetz Mailing Address
Above is the net worth, insider trading, and ownership report for Kathleen Goetz. You might contact Kathleen Goetz via mailing address: 1310 Oak Valley Circle, Polk City Ia 50226.
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