Tony Kim - Net Worth and Insider Trading
Tony Kim Net Worth
The estimated net worth of Tony Kim is at least $3 Million dollars as of 2023-09-25. Tony Kim is the Portfolio Manager of BlackRock Science and Technology Trust II and owns about 152,273 shares of BlackRock Science and Technology Trust II (BSTZ) stock worth over $3 Million. Tony Kim is the Portfolio Manager of BlackRock Science and Technology Trust II and owns about 27,000 shares of BlackRock Science and Technology Trust II (BSTZ) stock worth over $584,550. Tony Kim is also the Portfolio Manager of BlackRock Science and Technology Trust and owns about 7,250 shares of BlackRock Science and Technology Trust (BST) stock worth over $225,258. Details can be seen in Tony Kim's Latest Holdings Summary section.
Transaction Summary of Tony Kim
Tony Kim Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Tony Kim owns 2 companies in total, including BlackRock Science and Technology Trust II (BSTZ) , and BlackRock Science and Technology Trust (BST) .
Click here to see the complete history of Tony Kim’s form 4 insider trades.
Insider Ownership Summary of Tony Kim
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BSTZ | BlackRock Science and Technology Trust II | 2019-06-25 | other: Portfolio Manager |
| BST | BlackRock Science and Technology Trust | 2020-01-31 | other: Portfolio Manager |
Tony Kim Latest Holdings Summary
Tony Kim currently owns a total of 3 stocks. Among these stocks, Tony Kim owns 152,273 shares of BlackRock Science and Technology Trust II (BSTZ) as of September 19, 2023, with a value of $3 Million and a weighting of 75.7%. Tony Kim owns 27,000 shares of BlackRock Science and Technology Trust II (BSTZ) as of June 25, 2019, with a value of $584,550 and a weighting of 17.54%. Tony Kim also owns 7,250 shares of BlackRock Science and Technology Trust (BST) as of September 19, 2023, with a value of $225,258 and a weighting of 6.76%.
Latest Holdings of Tony Kim
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BSTZ | BlackRock Science and Technology Trust II | 2023-09-19 | 152,273 | 16.57 | 2,523,164 |
| BSTZ | BlackRock Science and Technology Trust II | 2019-06-25 | 27,000 | 21.65 | 584,550 |
| BST | BlackRock Science and Technology Trust | 2023-09-19 | 7,250 | 31.07 | 225,258 |
Holding Weightings of Tony Kim
Tony Kim Form 4 Trading Tracker
According to the SEC Form 4 filings, Tony Kim has made a total of 8 transactions in BlackRock Science and Technology Trust II (BSTZ) over the past 5 years, including 7 buys and 1 sells. The most-recent trade in BlackRock Science and Technology Trust II is the sale of 22,676 shares on September 19, 2023, which brought Tony Kim around $378,009.
According to the SEC Form 4 filings, Tony Kim has made a total of 1 transactions in BlackRock Science and Technology Trust II (BSTZ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in BlackRock Science and Technology Trust II is the acquisition of 27,000 shares on June 25, 2019, which cost Tony Kim around $540,000.
According to the SEC Form 4 filings, Tony Kim has made a total of 3 transactions in BlackRock Science and Technology Trust (BST) over the past 5 years, including 1 buys and 2 sells. The most-recent trade in BlackRock Science and Technology Trust is the sale of 6,000 shares on September 19, 2023, which brought Tony Kim around $190,140.
Insider Trading History of Tony Kim
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Tony Kim Trading Performance
GuruFocus tracks the stock performance after each of Tony Kim's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tony Kim is 19.11%. GuruFocus also compares Tony Kim's trading performance to market benchmark return within the same time period. The performance of stocks bought by Tony Kim within 3 months outperforms 5 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 Tony Kim's insider trading performs compared to the benchmark.
Performance of Tony Kim
Average Relative Return
48.47%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Relative Return(%) | 10.72 | 19.11 | 30.78 | 48.47 | 6.41 | 1.82 |
| Relative Return to S&P 500(%) | 5.5 | 9.88 | 14.06 | 19.65 | -11.38 | -12.76 |
Tony Kim Ownership Network
Ownership Network List of Tony Kim
Ownership Network Relation of Tony Kim
Tony Kim Owned Company Details
What does BlackRock Science and Technology Trust II do?
BlackRock Science and Technology Trust II is a non-diversified, closed-end management investment company. The trust's investment objectives are to provide total return and income through a combination of current income, current gains, and long-term capital appreciation. Its portfolio consists of Equity Securities, Options, Preferred Securities, Convertible Securities, Depositary Receipts, Non-U.S. Securities, Emerging Markets Investments, Restricted and Illiquid Investments, Private Company Investments, Corporate Bonds, and other investments.
Who are the key executives at BlackRock Science and Technology Trust II?
Tony Kim is the other: Portfolio Manager of BlackRock Science and Technology Trust II. Other key executives at BlackRock Science and Technology Trust II include Chief Compliance Officer Aaron David Wasserman , other: Portfolio Manager Caroline Elizabeth Tall , and Chief Financial Officer Trent Walker .
BlackRock Science and Technology Trust II (BSTZ) Insider Trades Summary
Over the past 18 months, Tony Kim made 1 insider transaction in BlackRock Science and Technology Trust II (BSTZ) with a net sale of 22,676. Other recent insider transactions involving BlackRock Science and Technology Trust II (BSTZ) include a net purchase of 391 shares made by Kyle Mcclements ,
In summary, during the past 3 months, insiders sold 22,676 shares of BlackRock Science and Technology Trust II (BSTZ) in total and bought 0 shares, with a net sale of 22,676 shares. During the past 18 months, 22,676 shares of BlackRock Science and Technology Trust II (BSTZ) were sold and 391 shares were bought by its insiders, resulting in a net sale of 22,285 shares.
BlackRock Science and Technology Trust II (BSTZ)'s detailed insider trading history can be found in Insider Trading Tracker table.
BlackRock Science and Technology Trust II Insider Transactions
Tony Kim Mailing Address
Above is the net worth, insider trading, and ownership report for Tony Kim. You might contact Tony Kim via mailing address: 55 East 52nd Street, New York Ny 10055.
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