Richard S. Fuld - Matrix Private Capital Group Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  139
Portfolio Value  $167.23M

Matrix Private Capital Group Activity

DateSymbolTypeQuantity
Q2 2020Jun 30, 2020
MMM
3M Company
Sell
-5-0.2%
Q2 2020Jun 30, 2020
IMCB
iShares Morningstar Mid-Cap ETF
Sell
-5-0.8%
Q2 2020Jun 30, 2020
SPIB
SPDR Portfolio Intermediate Ter
Sell - Position Exit
-8-100.0%
Q2 2020Jun 30, 2020
VNQI
Vanguard Global ex-U.S. Real Es
Sell - Position Exit
-9-100.0%
Q2 2020Jun 30, 2020
META
Meta Platforms, Inc.
Sell
-11-0.5%
Q2 2020Jun 30, 2020
NTES
NetEase, Inc.
Sell
-12-1.7%
Q2 2020Jun 30, 2020
VNQ
Vanguard Real Estate ETF
Sell
-13-0.1%
Q2 2020Jun 30, 2020
FDN
First Trust DJ Internet Index F
Sell
-14-0.2%
Q2 2020Jun 30, 2020
GOOG
Alphabet Inc.
Sell
-18-8.8%
Q2 2020Jun 30, 2020
EBND
SPDR Bloomberg Emerging Markets
Sell - Position Exit
-20-100.0%
Q2 2020Jun 30, 2020
INTC
Intel Corporation
Sell
-24-0.5%
Q2 2020Jun 30, 2020
CI
The Cigna Group
Sell
-27-1.9%
Q2 2020Jun 30, 2020
VMBS
Vanguard Mortgage-Backed Securi
Sell - Position Exit
-27-100.0%
Q2 2020Jun 30, 2020
AMT
American Tower Corporation (REI
Sell
-32-2.0%
Q2 2020Jun 30, 2020
PM
Philip Morris International Inc
Sell
-39-0.2%
Q2 2020Jun 30, 2020
EMR
Emerson Electric Company
Sell
-43-0.9%
Q2 2020Jun 30, 2020
EQIX
Equinix, Inc.
Sell
-47-11.5%
Q2 2020Jun 30, 2020
NEE
NextEra Energy, Inc.
Sell
-48-3.1%
Q2 2020Jun 30, 2020
EFAV
iShares MSCI EAFE Min Vol Facto
Sell
-57-1.0%
Q2 2020Jun 30, 2020
ORI
Old Republic International Corp
Sell
-64-0.5%
Q2 2020Jun 30, 2020
BMY
Bristol-Myers Squibb Company
Sell
-78-1.8%
Q2 2020Jun 30, 2020
NVDA
NVIDIA Corporation
Sell
-91-7.5%
Q2 2020Jun 30, 2020
IBM
International Business Machines
Sell
-97-2.2%
Q2 2020Jun 30, 2020
ALL
Allstate Corporation (The)
Sell
-100-3.5%
Q2 2020Jun 30, 2020
CCI
Crown Castle Inc.
Sell
-103-5.7%
Q2 2020Jun 30, 2020
NVS
Novartis AG
Sell
-125-4.9%
Q2 2020Jun 30, 2020
XAR
SPDR S&P Aerospace & Defense ET
Sell
-128-4.2%
Q2 2020Jun 30, 2020
V
Visa Inc.
Sell
-135-3.3%
Q2 2020Jun 30, 2020
IVV
iShares Core S&P 500 ETF
Sell
-156-3.3%
Q2 2020Jun 30, 2020
BABA
Alibaba Group Holding Limited
Sell
-159-7.0%
Page 93 of 1063155 total trades