Tony Huang - Net Worth and Insider Trading
Tony Huang Net Worth
The estimated net worth of Tony Huang is at least $198,154 dollars as of 2024-11-05. Tony Huang is the V.P. & Assistant Secretary of Advent Convertible & Income Fund and owns about 9,400 shares of Advent Convertible & Income Fund (AVK) stock worth over $106,314. Tony Huang is the V.P. & Assistant Secretary of Advent/claymore Enhanced Growth & Income and owns about 8,500 shares of Advent/claymore Enhanced Growth & Income (LCM) stock worth over $65,790. Tony Huang is also the V.P. & Assistant Secretary of Advent Claymore Convertible Securities & Income Fu and owns about 2,000 shares of Advent Claymore Convertible Securities & Income Fu (AGC) stock worth over $26,050. Details can be seen in Tony Huang'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 Tony Huang has not made any transactions after 2024-10-17 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Tony Huang
Tony Huang Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Tony Huang owns 3 companies in total, including Advent Convertible & Income Fund (AVK) , Advent Claymore Convertible Securities & Income Fu (AGC) , and Advent/claymore Enhanced Growth & Income (LCM) .
Click here to see the complete history of Tony Huang’s form 4 insider trades.
Insider Ownership Summary of Tony Huang
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2024-10-17 | V.P. & Assistant Secretary |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2017-08-23 | V.P. & Assistant Secretary |
| LCM | Advent/claymore Enhanced Growth & Income | 2017-08-21 | V.P. & Assistant Secretary |
Tony Huang Latest Holdings Summary
Tony Huang currently owns a total of 3 stocks. Among these stocks, Tony Huang owns 9,400 shares of Advent Convertible & Income Fund (AVK) as of October 17, 2024, with a value of $106,314 and a weighting of 53.65%. Tony Huang owns 8,500 shares of Advent/claymore Enhanced Growth & Income (LCM) as of August 21, 2017, with a value of $65,790 and a weighting of 33.2%. Tony Huang also owns 2,000 shares of Advent Claymore Convertible Securities & Income Fu (AGC) as of August 23, 2017, with a value of $26,050 and a weighting of 13.15%.
Latest Holdings of Tony Huang
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AVK | Advent Convertible & Income Fund | 2024-10-17 | 9,400 | 11.31 | 106,314 |
| LCM | Advent/claymore Enhanced Growth & Income | 2017-08-21 | 8,500 | 7.74 | 65,790 |
| AGC | Advent Claymore Convertible Securities & Income Fu | 2017-08-23 | 2,000 | 13.03 | 26,050 |
Holding Weightings of Tony Huang
Tony Huang Form 4 Trading Tracker
According to the SEC Form 4 filings, Tony Huang has made a total of 1 transactions in Advent Convertible & Income Fund (AVK) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Advent Convertible & Income Fund is the acquisition of 2,300 shares on October 17, 2024, which cost Tony Huang around $25,944.
According to the SEC Form 4 filings, Tony Huang has made a total of 0 transactions in Advent/claymore Enhanced Growth & Income (LCM) over the past 5 years. The most-recent trade in Advent/claymore Enhanced Growth & Income is the acquisition of 3,500 shares on August 21, 2017, which cost Tony Huang around $28,840.
According to the SEC Form 4 filings, Tony Huang has made a total of 0 transactions in Advent Claymore Convertible Securities & Income Fu (AGC) over the past 5 years. The most-recent trade in Advent Claymore Convertible Securities & Income Fu is the sale of 8,000 shares on August 23, 2017, which brought Tony Huang around $49,200.
Insider Trading History of Tony Huang
- 1
Tony Huang Trading Performance
GuruFocus tracks the stock performance after each of Tony Huang's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tony Huang is -11.93%. GuruFocus also compares Tony Huang's trading performance to market benchmark return within the same time period. The performance of stocks bought by Tony Huang within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Tony Huang's insider trading performs compared to the benchmark.
Performance of Tony Huang
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -2.81 | | | | | |
| Relative Return to S&P 500(%) | -2.71 | | | | | |
Tony Huang Ownership Network
Ownership Network List of Tony Huang
Ownership Network Relation of Tony Huang
Tony Huang Owned Company Details
What does Advent Convertible & Income Fund do?
Who are the key executives at Advent Convertible & Income Fund?
Tony Huang is the V.P. & Assistant Secretary of Advent Convertible & Income Fund. Other key executives at Advent Convertible & Income Fund include director & other: Trustee Nancy E. Stuebe , director & other: Trustee Randall C Barnes , and President & other: Trustee Tracy V Maitland .
Advent Convertible & Income Fund (AVK) Insider Trades Summary
Over the past 18 months, Tony Huang made 1 insider transaction in Advent Convertible & Income Fund (AVK) with a net purchase of 2,300. Other recent insider transactions involving Advent Convertible & Income Fund (AVK) include a net purchase of 3,596 shares made by Nancy E. Stuebe , a net sale of 53,032 shares made by Tracy V Maitland , and a net sale of 59,048 shares made by Advent Capital Management /de/ .
In summary, during the past 3 months, insiders sold 0 shares of Advent Convertible & Income Fund (AVK) in total and bought 26,738 shares, with a net purchase of 26,738 shares. During the past 18 months, 125,259 shares of Advent Convertible & Income Fund (AVK) were sold and 28,758 shares were bought by its insiders, resulting in a net sale of 96,501 shares.
Advent Convertible & Income Fund (AVK)'s detailed insider trading history can be found in Insider Trading Tracker table.
Advent Convertible & Income Fund Insider Transactions
Tony Huang Mailing Address
Above is the net worth, insider trading, and ownership report for Tony Huang. You might contact Tony Huang via mailing address: 227 West Monroe Street, Chicago Il 60606.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
