Jeffrey Rosen: net worth, assets and stock trades

Jeffrey Rosen in short

What is Jeffrey Rosen's net worth?

Based on the 2021 financial disclosure report (filed February 17, 2021), Jeffrey Rosen's net worth was between $10.1 million and $28.8 million, with a middle estimate of $19.4 million. The report lists 114 assets worth $10.7 million to $29.1 million and 2 liabilities of $300,000 to $600,000. Values are filed as ranges, so net worth is a range. As reported, the figures leave out the personal home.

What stocks does Jeffrey Rosen own?

The 2021 report lists 10 stock, fund and option holdings. The largest are: TAX-AWARE OVERLAY A PORTFOLIO CLASS 1 (SATOX), $500,001 - $1,000,000; TAX-AWARE OVERLAY B PORTFOLIO CLASS 1 (SBTOX), $250,001 - $500,000; CAPITAL INCOME BLDR CL A (CAIBX), $250,001 - $500,000; AMER FDS CAP WRLD G/I A (CWGIX), $250,001 - $500,000; AMER FDS WASH MUTUAL A (AWSHX), $100,001 - $250,000; AMER FDS INVST CO AMR A (AIVSX), $100,001 - $250,000; VEA VANGUARD FTSE DEVELOPED MARKETS ETF, $50,001 - $100,000; ISHARES EDGE MSCI USA QUALITY FACTOR ETF, $15,001 - $50,000; AMERICAN FDS DEV WORLD A (DWGAX), $15,001 - $50,000; Schwab U.S. Dividend Equity ETF, None (or less than $1,001).

Does Jeffrey Rosen trade stocks?

Jeffrey Rosen reported 48 trades (24 buys and 24 sells), the latest on December 31, 2020. Trades by the spouse and dependent children are included.

From official financial disclosure reports. Amounts are filed as ranges, so values are estimates.