Brent K Bloss - Net Worth and Insider Trading
Brent K Bloss Net Worth
The estimated net worth of Brent K Bloss is at least $2 Million dollars as of 2024-04-25. Brent K Bloss is the SVP-Finance & Treasurer of Waddell & Reed Financial Inc and owns about 61,704 shares of Waddell & Reed Financial Inc (WDR) stock worth over $2 Million. Details can be seen in Brent K Bloss's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brent K Bloss has not made any transactions after 2013-05-13 and currently still holds the listed stock(s).
Transaction Summary of Brent K Bloss
Brent K Bloss Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brent K Bloss owns 1 companies in total, including Waddell & Reed Financial Inc (WDR) .
Click here to see the complete history of Brent K Bloss’s form 4 insider trades.
Insider Ownership Summary of Brent K Bloss
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WDR | Waddell & Reed Financial Inc | 2020-03-10 | President |
Brent K Bloss Latest Holdings Summary
Brent K Bloss currently owns a total of 1 stock. Brent K Bloss owns 61,704 shares of Waddell & Reed Financial Inc (WDR) as of May 13, 2013, with a value of $2 Million.
Latest Holdings of Brent K Bloss
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WDR | Waddell & Reed Financial Inc | 2013-05-13 | 61,704 | 24.98 | 1,541,366 |
Holding Weightings of Brent K Bloss
Brent K Bloss Form 4 Trading Tracker
According to the SEC Form 4 filings, Brent K Bloss has made a total of 0 transactions in Waddell & Reed Financial Inc (WDR) over the past 5 years. The most-recent trade in Waddell & Reed Financial Inc is the sale of 9,763 shares on May 13, 2013, which brought Brent K Bloss around $423,909.
Insider Trading History of Brent K Bloss
- 1
Brent K Bloss Trading Performance
GuruFocus tracks the stock performance after each of Brent K Bloss's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brent K Bloss is 0.67%. GuruFocus also compares Brent K Bloss's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brent K Bloss within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brent K Bloss's insider trading performs compared to the benchmark.
Performance of Brent K Bloss
Average Return
42.02%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -6.58 | 0.67 | 11.08 | 42.02 | 3.57 | 4.84 |
| Relative Return to S&P 500(%) | -3.99 | -0.93 | 8.38 | 36.72 | 6.63 | 4.52 |
Brent K Bloss Ownership Network
Ownership Network List of Brent K Bloss
Ownership Network Relation of Brent K Bloss
Brent K Bloss Owned Company Details
What does Waddell & Reed Financial Inc do?
Who are the key executives at Waddell & Reed Financial Inc?
Brent K Bloss is the President of Waddell & Reed Financial Inc. Other key executives at Waddell & Reed Financial Inc include SVP & CIO Daniel P Hanson , SVP & GC & CLO and Secretary Mark P. Buyle , and SVP - Wealth Management Shawn M. Mihal .
Waddell & Reed Financial Inc (WDR) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Waddell & Reed Financial Inc (WDR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Waddell & Reed Financial Inc (WDR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Waddell & Reed Financial Inc (WDR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Waddell & Reed Financial Inc Insider Transactions
Brent K Bloss Mailing Address
Above is the net worth, insider trading, and ownership report for Brent K Bloss. You might contact Brent K Bloss via mailing address: 6300 Lamar Ave Overland Park Ks 66202.
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