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
Date | Symbol | Type | Quantity |
---|---|---|---|
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% |