Kathleen Goetz - Net Worth and Insider Trading
Kathleen Goetz Net Worth
The estimated net worth of Kathleen Goetz is at least $64,902 dollars as of 2025-05-01. Kathleen Goetz is the Director of abrdn Healthcare Opportunities Fund and owns about 1,148 shares of abrdn Healthcare Opportunities Fund (THQ) stock worth over $22,306. Kathleen Goetz is the Director of abrdn Healthcare Investors and owns about 1,080 shares of abrdn Healthcare Investors (HQH) stock worth over $17,539. 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 $13,921. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Kathleen Goetz has not made any transactions after 2024-04-09 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 abrdn 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 | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| HQH | abrdn Healthcare Investors | 2024-04-09 | director |
| HQL | abrdn Life Sciences Investors | 2024-04-09 | director |
| THQ | abrdn 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 abrdn Healthcare Opportunities Fund (THQ) as of April 9, 2024, with a value of $22,306 and a weighting of 34.37%. Kathleen Goetz owns 1,080 shares of abrdn Healthcare Investors (HQH) as of April 9, 2024, with a value of $17,539 and a weighting of 27.02%. Kathleen Goetz also owns 1,085 shares of abrdn Life Sciences Investors (HQL) as of April 9, 2024, with a value of $13,921 and a weighting of 21.45%. The other 1 stocks Tekla World Healthcare Fund (THW) have a combined weighting of 17.16% among all his current holdings.
Latest Holdings of Kathleen Goetz
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| THQ | abrdn Healthcare Opportunities Fund | 2024-04-09 | 1,148 | 19.43 | 22,306 |
| HQH | abrdn Healthcare Investors | 2024-04-09 | 1,080 | 16.24 | 17,539 |
| HQL | abrdn Life Sciences Investors | 2024-04-09 | 1,085 | 12.83 | 13,921 |
| THW | Tekla World Healthcare Fund | 2024-04-09 | 1,017 | 10.95 | 11,136 |
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 abrdn Healthcare Opportunities Fund (THQ) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in abrdn 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 -0.53%. 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 9 times out of 12 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(%) | 2.06 | | | | | |
| Relative Return to S&P 500(%) | 3.14 | | | | | |
Kathleen Goetz Ownership Network
Ownership Network List of Kathleen Goetz
Ownership Network Relation of Kathleen Goetz
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 1,000 shares made by Bill Maher , a net purchase of 1,000 shares made by Todd Reit , and a net purchase of 1,000 shares made by Rose Dimartino .
In summary, during the past 3 months, insiders sold 0 shares of abrdn Healthcare Investors (HQH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of abrdn Healthcare Investors (HQH) were sold and 3,695 shares were bought by its insiders, resulting in a net purchase of 3,695 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. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Kathleen Goetz's mailing address is: Polk City Ia 50226.
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