Johannes Palsson - Net Worth and Insider Trading
Johannes Palsson Net Worth
The estimated net worth of Johannes Palsson is at least $670,127 dollars as of 2024-05-08. Johannes Palsson is the Portfolio Manager of Angel Oak Financial Strats Income Term and owns about 46,403 shares of Angel Oak Financial Strats Income Term (FINS) stock worth over $584,678. Johannes Palsson is also the Portfolio Manager of Angel Oak Dynamic Financial Strategies Income Term Trust and owns about 4,925 shares of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) stock worth over $85,449. Details can be seen in Johannes Palsson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Johannes Palsson has not made any transactions after 2024-04-18 and currently still holds the listed stock(s).
Transaction Summary of Johannes Palsson
Johannes Palsson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Johannes Palsson owns 2 companies in total, including Angel Oak Financial Strats Income Term (FINS) , and Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) .
Click here to see the complete history of Johannes Palsson’s form 4 insider trades.
Insider Ownership Summary of Johannes Palsson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FINS | Angel Oak Financial Strats Income Term | 2024-04-18 | other: Portfolio Manager |
| DYFN | Angel Oak Dynamic Financial Strategies Income Term Trust | 2021-10-15 | other: Portfolio Manager |
Johannes Palsson Latest Holdings Summary
Johannes Palsson currently owns a total of 2 stocks. Among these stocks, Johannes Palsson owns 46,403 shares of Angel Oak Financial Strats Income Term (FINS) as of April 18, 2024, with a value of $584,678 and a weighting of 87.25%. Johannes Palsson also owns 4,925 shares of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) as of October 15, 2021, with a value of $85,449 and a weighting of 12.75%.
Latest Holdings of Johannes Palsson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| FINS | Angel Oak Financial Strats Income Term | 2024-04-18 | 46,403 | 12.60 | 584,678 |
| DYFN | Angel Oak Dynamic Financial Strategies Income Term Trust | 2021-10-15 | 4,925 | 17.35 | 85,449 |
Holding Weightings of Johannes Palsson
Johannes Palsson Form 4 Trading Tracker
According to the SEC Form 4 filings, Johannes Palsson has made a total of 4 transactions in Angel Oak Financial Strats Income Term (FINS) over the past 5 years, including 4 buys and 0 sells. The most-recent trade in Angel Oak Financial Strats Income Term is the acquisition of 5,670 shares on April 18, 2024, which cost Johannes Palsson around $70,251.
According to the SEC Form 4 filings, Johannes Palsson has made a total of 1 transactions in Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Angel Oak Dynamic Financial Strategies Income Term Trust is the sale of 2,575 shares on October 15, 2021, which brought Johannes Palsson around $51,886.
Insider Trading History of Johannes Palsson
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Johannes Palsson Trading Performance
GuruFocus tracks the stock performance after each of Johannes Palsson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Johannes Palsson is 0.75%. GuruFocus also compares Johannes Palsson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Johannes Palsson within 3 months outperforms 0 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 Johannes Palsson's insider trading performs compared to the benchmark.
Performance of Johannes Palsson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.51 | | | | | |
| Relative Return to S&P 500(%) | -8.2 | | | | | |
Johannes Palsson Ownership Network
Johannes Palsson Owned Company Details
What does Angel Oak Financial Strats Income Term do?
Who are the key executives at Angel Oak Financial Strats Income Term?
Johannes Palsson is the other: Portfolio Manager of Angel Oak Financial Strats Income Term. Other key executives at Angel Oak Financial Strats Income Term include other: Portfolio Manager Affil. Fund Kevin Parks , Chief Compliance Officer William Eldredge , and other: General Partner of Adviser Angel Oak Capital Partners Ii, Llc .
Angel Oak Financial Strats Income Term (FINS) Insider Trades Summary
Over the past 18 months, Johannes Palsson made 1 insider transaction in Angel Oak Financial Strats Income Term (FINS) with a net purchase of 5,670. Other recent insider transactions involving Angel Oak Financial Strats Income Term (FINS) include a net sale of 1,500 shares made by Kevin Parks ,
In summary, during the past 3 months, insiders sold 0 shares of Angel Oak Financial Strats Income Term (FINS) in total and bought 5,670 shares, with a net purchase of 5,670 shares. During the past 18 months, 2,000 shares of Angel Oak Financial Strats Income Term (FINS) were sold and 6,170 shares were bought by its insiders, resulting in a net purchase of 4,170 shares.
Angel Oak Financial Strats Income Term (FINS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Angel Oak Financial Strats Income Term Insider Transactions
Johannes Palsson Mailing Address
Above is the net worth, insider trading, and ownership report for Johannes Palsson. You might contact Johannes Palsson via mailing address: 3344 Peachtree Road Ne, Suite 1725, Atlanta Ga 30326.
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