Richard S. Fuld - Matrix Private Capital Group Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 14, 2025 | |
| Total Stocks | 131 | |
| Portfolio Value | $170.09M |
Matrix Private Capital Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2021Dec 31, 2021 | MU Micron Technology, Inc. | Sell | -75-1.8% |
Q4 2021Dec 31, 2021 | VCIT Vanguard Intermediate-Term Corp | Sell | -77-4.3% |
Q4 2021Dec 31, 2021 | USMV iShares MSCI USA Min Vol Factor | Sell | -90-0.8% |
Q4 2021Dec 31, 2021 | MO Altria Group, Inc. | Sell | -98-0.7% |
Q4 2021Dec 31, 2021 | NEE NextEra Energy, Inc. | Sell | -109-1.7% |
Q4 2021Dec 31, 2021 | MUB iShares National Muni Bond ETF | Sell | -115-1.6% |
Q4 2021Dec 31, 2021 | FDN First Trust DJ Internet Index F | Sell | -138-2.2% |
Q4 2021Dec 31, 2021 | VSS Vanguard FTSE All-Wld ex-US SmC | Sell | -150-3.9% |
Q4 2021Dec 31, 2021 | MCHI iShares MSCI China ETF | Sell - Position Exit | -155-100.0% |
Q4 2021Dec 31, 2021 | ROKU Roku, Inc. | Sell | -156-14.0% |
Q4 2021Dec 31, 2021 | WRB W.R. Berkley Corporation | Sell | -217-4.5% |
Q4 2021Dec 31, 2021 | ARKW ARK Next Generation Internet ET | Sell | -340-24.9% |
Q4 2021Dec 31, 2021 | IWV iShares Russell 3000 ETF | Sell | -360-8.2% |
Q4 2021Dec 31, 2021 | FPE First Trust Preferred Securitie | Sell | -364-1.2% |
Q4 2021Dec 31, 2021 | STEW | Sell | -498-2.4% |
Q4 2021Dec 31, 2021 | WOOD iShares Global Timber & Forestr | Sell | -530-31.3% |
Q4 2021Dec 31, 2021 | BX Blackstone Inc. | Sell | -539-5.1% |
Q4 2021Dec 31, 2021 | MRNA Moderna, Inc. | Sell - Position Exit | -565-100.0% |
Q4 2021Dec 31, 2021 | NVDA NVIDIA Corporation | Sell | -723-13.5% |
Q4 2021Dec 31, 2021 | IZRL ARK Israel Innovative Technolog | Sell - Position Exit | -743-100.0% |
Q4 2021Dec 31, 2021 | DIS Walt Disney Company (The) | Sell | -775-9.8% |
Q4 2021Dec 31, 2021 | INDS Pacer Industrial Real Estate ET | Sell | -833-14.3% |
Q4 2021Dec 31, 2021 | XLK SPDR Select Sector Fund - Techn | Sell | -902-12.0% |
Q4 2021Dec 31, 2021 | CVS CVS Health Corporation | Sell | -917-4.5% |
Q4 2021Dec 31, 2021 | PNQI Invesco Nasdaq Internet ETF | Sell - Position Exit | -1,194-100.0% |
Q4 2021Dec 31, 2021 | PARA Paramount Global | Sell | -1,357-14.8% |
Q4 2021Dec 31, 2021 | ZBH Zimmer Biomet Holdings, Inc. | Sell - Position Exit | -1,410-100.0% |
Q4 2021Dec 31, 2021 | PLTR Palantir Technologies Inc. | Sell | -1,500-8.9% |
Q4 2021Dec 31, 2021 | XLY SPDR Select Sector Fund - Consu | Sell | -1,552-80.9% |
Q4 2021Dec 31, 2021 | BABA Alibaba Group Holding Limited | Sell | -1,585-42.8% |