Justin Kass - Net Worth and Insider Trading
Justin Kass Net Worth
The estimated net worth of Justin Kass is at least $3 Million dollars as of 2024-11-08. Justin Kass is the Portfolio Manager of Virtus Convertible & Income 2024 Target Term Fund and owns about 141,900 shares of Virtus Convertible & Income 2024 Target Term Fund (CBH) stock worth over $3 Million. Justin Kass is the Portfolio Manager of Virtus Artificial Intelligence & Technology Opportunities Fund and owns about 15,000 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stock worth over $350,250. Justin Kass is also the Portfolio Manager of Virtus AllianzGI Diversified Income & Convertible Fund and owns about 4,730 shares of Virtus AllianzGI Diversified Income & Convertible Fund (ACV) stock worth over $103,677. Besides these, Justin Kass also holds Virtus Convertible & Income Fund (NCV) . Details can be seen in Justin Kass'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 Justin Kass has not made any transactions after 2020-03-12 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Justin Kass
Justin Kass Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Justin Kass owns 8 companies in total, including Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) , Virtus Convertible & Income 2024 Target Term Fund (CBH) , and Virtus AllianzGI Diversified Income & Convertible Fund (ACV) among others .
Click here to see the complete history of Justin Kass’s form 4 insider trades.
Insider Ownership Summary of Justin Kass
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2020-03-12 | other: Portfolio Manager |
| CBH | Virtus Convertible & Income 2024 Target Term Fund | 2020-03-06 | other: Portfolio Manager |
| ACV | Virtus AllianzGI Diversified Income & Convertible Fund | 2019-07-15 | other: Affiliated Person |
 | | 2017-06-27 | other: Affiliated Person |
| | 2008-09-05 | other: Portfolio Manager |
| | 2005-02-23 | other: Investment Adviser |
| | 2003-07-30 | other: Portfolio Manager |
| | 2008-02-13 | other: Affiliated Person |
Justin Kass Latest Holdings Summary
Justin Kass currently owns a total of 4 stocks. Among these stocks, Justin Kass owns 141,900 shares of Virtus Convertible & Income 2024 Target Term Fund (CBH) as of March 6, 2020, with a value of $3 Million and a weighting of 84.77%. Justin Kass owns 15,000 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of March 12, 2020, with a value of $350,250 and a weighting of 11.75%. Justin Kass also owns 4,730 shares of Virtus AllianzGI Diversified Income & Convertible Fund (ACV) as of July 15, 2019, with a value of $103,677 and a weighting of 3.48%. The other 1 stocks Virtus Convertible & Income Fund (NCV) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Justin Kass
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CBH | Virtus Convertible & Income 2024 Target Term Fund | 2020-03-06 | 141,900 | 17.80 | 2,525,820 |
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2020-03-12 | 15,000 | 23.35 | 350,250 |
| ACV | Virtus AllianzGI Diversified Income & Convertible Fund | 2019-07-15 | 4,730 | 21.92 | 103,677 |
| NCV | Virtus Convertible & Income Fund | 2017-06-27 | 0 | 3.55 | 0 |
Holding Weightings of Justin Kass
Justin Kass Form 4 Trading Tracker
According to the SEC Form 4 filings, Justin Kass has made a total of 1 transactions in Virtus Convertible & Income 2024 Target Term Fund (CBH) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Virtus Convertible & Income 2024 Target Term Fund is the acquisition of 10,000 shares on March 6, 2020, which cost Justin Kass around $93,900.
According to the SEC Form 4 filings, Justin Kass has made a total of 4 transactions in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Virtus Artificial Intelligence & Technology Opportunities Fund is the acquisition of 5,000 shares on March 12, 2020, which cost Justin Kass around $70,150.
According to the SEC Form 4 filings, Justin Kass has made a total of 0 transactions in Virtus AllianzGI Diversified Income & Convertible Fund (ACV) over the past 5 years. The most-recent trade in Virtus AllianzGI Diversified Income & Convertible Fund is the sale of 16,700 shares on July 15, 2019, which brought Justin Kass around $395,623.
More details on Justin Kass's insider transactions can be found in the Insider Trading History of Justin Kass table.Insider Trading History of Justin Kass
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Justin Kass Trading Performance
GuruFocus tracks the stock performance after each of Justin Kass's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Justin Kass is 3.2%. GuruFocus also compares Justin Kass's trading performance to market benchmark return within the same time period. The performance of stocks bought by Justin Kass within 3 months outperforms 8 times out of 16 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Justin Kass's insider trading performs compared to the benchmark.
Performance of Justin Kass
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.05 | | | | | |
| Relative Return to S&P 500(%) | -0.8 | | | | | |
Justin Kass Ownership Network
Ownership Network List of Justin Kass
Ownership Network Relation of Justin Kass
Justin Kass Owned Company Details
What does Virtus Artificial Intelligence & Technology Opportunities Fund do?
Who are the key executives at Virtus Artificial Intelligence & Technology Opportunities Fund?
Justin Kass is the other: Portfolio Manager of Virtus Artificial Intelligence & Technology Opportunities Fund. Other key executives at Virtus Artificial Intelligence & Technology Opportunities Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trades Summary
Over the past 18 months, Justin Kass made no insider transaction in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). Other recent insider transactions involving Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) include a net purchase of 2,925 shares made by Mcdaniel Connie D , and a net purchase of 832 shares made by Donald C Burke .
In summary, during the past 3 months, insiders sold 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) were sold and 3,757 shares were bought by its insiders, resulting in a net purchase of 3,757 shares.
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Virtus Artificial Intelligence & Technology Opportunities Fund Insider Transactions
Justin Kass Mailing Address
Above is the net worth, insider trading, and ownership report for Justin Kass. You might contact Justin Kass via mailing address: 1345 Ave Of The Americas, New York Ny 10105.
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