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Zullo Investment Group’s iShares Biotechnology ETF IBB Stock Holding History

Zullo Investment Group’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-763
Closed -$100K – 402
2022
Q4 		$100K Buy
763
+58
+8% +$7.5K 0.06% 202
2022
Q3 		$82K Buy
705
+20
+3% +$2.48K 0.05% 218
2022
Q2 		$81K Buy
685
+35
+5% +$4.16K 0.05% 224
2022
Q1 		$85K Sell
650
-95
-13% -$12.4K 0.04% 241
2021
Q4 		$114K Buy
+745
New +$115K 0.06% 213

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Zullo Investment Group sold out of iShares Biotechnology ETF (IBB) in Q1 2023, closing a stake of 763 shares — an estimated $100K sold.

Zullo Investment Group first reported a position in IBB in Q4 2021 and held it in 5 quarters. The position peaked at $114K in Q4 2021. 866 funds tracked by Wall St. Rank hold IBB as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares Biotechnology ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 763 iShares Biotechnology ETF shares in Q1 2023, an estimated $100K.
  • Zullo Investment Group first reported a position in iShares Biotechnology ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares Biotechnology ETF position peaked at $114K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2023.

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