David Katz Credit Services

Matrix Asset Advisors Inc

  • $882 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98B
$17.5 Million 1.98% of portfolio
224,308
Q3 2024 Reduced 1.43%
$215B
$870,000 0.1% of portfolio
3,212
Q2 2024 Reduced 0.5%
$69.4B
$361,000 0.04% of portfolio
2,414
Q2 2023 Reduced 56.15%
$503B
$266,000 0.03% of portfolio
969
Q3 2024 Reduced 2.52%
Filter Shares Options
David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
Track David Katz's portfolio
Track David Katz's Portfolio

Track David Katz Portfolio

Follow David Katz (Matrix Asset Advisors Inc) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matrix Asset Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Matrix Asset Advisors Inc and David Katz with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email