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Zullo Investment Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Zullo Investment Group’s Portfolio CIBR Stock Details CIBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-449
Closed -$17.4K – 231
2022
Q4 		$17.4K Sell
449
-1,309
-74% -$51.9K 0.01% 416
2022
Q3 		$68K Hold
1,758
– – 0.04% 230
2022
Q2 		$71K Buy
1,758
+213
+14% +$9.53K 0.04% 238
2022
Q1 		$82K Buy
+1,545
New +$75.6K 0.04% 246

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zullo Investment Group's CIBR Position: Q1 2023 in Review

Zullo Investment Group sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2023, closing a stake of 449 shares — an estimated $17.4K sold.

Zullo Investment Group first reported a position in CIBR in Q1 2022 and held it in 4 quarters. The position peaked at $82K in Q1 2022. 414 funds tracked by Wall St. Rank hold CIBR as of Q1 2023.

  • Zullo Investment Group reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 449 First Trust NASDAQ Cybersecurity ETF shares in Q1 2023, an estimated $17.4K.
  • Zullo Investment Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2022 and held it in 4 quarters.
  • Zullo Investment Group's First Trust NASDAQ Cybersecurity ETF position peaked at $82K in Q1 2022.
  • 414 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.