Stephen B Jue - Net Worth and Insider Trading
Stephen B Jue Net Worth
The estimated net worth of Stephen B Jue is at least $219,700 dollars as of 2024-10-01. Stephen B Jue is the Portfolio Manager of Virtus Artificial Intelligence & Technology Opportunities Fund and owns about 10,000 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stock worth over $219,700. Details can be seen in Stephen B Jue'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 Stephen B Jue has not made any transactions after 2020-03-18 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Stephen B Jue
Stephen B Jue Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Stephen B Jue owns 1 companies in total, including Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) .
Click here to see the complete history of Stephen B Jue’s form 4 insider trades.
Insider Ownership Summary of Stephen B Jue
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2020-03-18 | Portfolio Manager |
Stephen B Jue Latest Holdings Summary
Stephen B Jue currently owns a total of 1 stock. Stephen B Jue owns 10,000 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) as of March 18, 2020, with a value of $219,700.
Latest Holdings of Stephen B Jue
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| AIO | Virtus Artificial Intelligence & Technology Opportunities Fund | 2020-03-18 | 10,000 | 21.97 | 219,700 |
Holding Weightings of Stephen B Jue
Stephen B Jue Form 4 Trading Tracker
According to the SEC Form 4 filings, Stephen B Jue has made a total of 3 transactions in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Virtus Artificial Intelligence & Technology Opportunities Fund is the acquisition of 5,000 shares on March 18, 2020, which cost Stephen B Jue around $59,700.
Insider Trading History of Stephen B Jue
- 1
Stephen B Jue Trading Performance
GuruFocus tracks the stock performance after each of Stephen B Jue's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Stephen B Jue is 18.39%. GuruFocus also compares Stephen B Jue's trading performance to market benchmark return within the same time period. The performance of stocks bought by Stephen B Jue within 3 months outperforms 1 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Stephen B Jue's insider trading performs compared to the benchmark.
Performance of Stephen B Jue
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 17.59 | | | | | |
| Relative Return to S&P 500(%) | 9.32 | | | | | |
Stephen B Jue Ownership Network
Stephen B Jue Owned Company Details
What does Virtus Artificial Intelligence & Technology Opportunities Fund do?
Who are the key executives at Virtus Artificial Intelligence & Technology Opportunities Fund?
Stephen B Jue is the 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, Stephen B Jue 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
Stephen B Jue Mailing Address
Above is the net worth, insider trading, and ownership report for Stephen B Jue. You might contact Stephen B Jue via mailing address: 555 Mission Street, 17th Floor, San Francisco Ca 94105.
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