Adrian Helfert Insider Profile

4 Followers
Adrian Helfert, CIO, Multi-Asset Inv at Westwood Holdings Group, holds 173.52K shares in Westwood Holdings Group (Ticker: WHG).
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Adrian Helfert

Adrian Helfert
Westwood Holdings Group (WHG)
CIO, Multi-Asset Inv

Not Ranked
Adrian Helfert has not reported sufficient informative transactions and therefore cannot be ranked.
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$3M
100.00%
A breakdown of Adrian Helfert's holdings

Insider Roles

Westwood Holdings Group
(WHG)
CIO, Multi-Asset Inv
Roles that Adrian Helfert holds in companies

Most Profitable Insider Trade

Currently, no data available
The most profitable trade made by Adrian Helfert

Adrian Helfert's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Westwood Holdings Group
Feb 25, 2025
CIO, Multi-Asset Inv
Uninformative Buy
$2.67M
Adrian Helfert has not reported any informative transactions for WHG, therefore, performance cannot be measured.
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Feb 27, 2023
Uninformative Buy
$0.00
-
$0.00
Feb 27, 2024
Uninformative Buy
$0.00
-
$0.00
Feb 25, 2025
Uninformative Buy
$0.00
-
$0.00
Feb 27, 2023
Uninformative Sell
$103.00K
-
$12.34
Feb 27, 2024
Uninformative Sell
$139.33K
-
$12.00
List of latest transactions for each holding click on a transaction to see Adrian Helfert's performance on stock

Adrian Helfert insider profile FAQ

What is the percentage of profitable transactions made by Adrian Helfert?
The percentage of profitable transactions made by Adrian Helfert is ―.
    What is the average return per transaction made by Adrian Helfert?
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      What stocks does Adrian Helfert hold?
      Adrian Helfert holds: WHG stocks.
        What was Adrian Helfert’s latest transaction?
        Adrian Helfert latest transaction was an Uninformative Buy of ―.
          What was Adrian Helfert's most profitable transaction?
          Adrian Helfert’s most profitable transaction was an Uninformative Buy of stock on ―. The return on the trade was ―.
            What is Adrian Helfert's role in Westwood Holdings Group?
            Adrian Helfert's role in Westwood Holdings Group is CIO, Multi-Asset Inv.
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