Matrix Asset Advisors
David Katz
$612.65M
AUM
$612.65M
Positions
76
Top Position
JPM 5.5%
Top 10
40%
Notable Trades
Largest New
TFC
Truist Financial Corp
$20.03M
Biggest Increase
WFC
Wells Fargo & Company
+4.9K shares
Largest Exit
VIAB
Viacom Inc.
450.5K shares
Biggest Decrease
QCOM
Qualcomm Inc
-82.5K shares