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Zullo Investment Group’s NewtekOne NEWT Stock Holding History

Zullo Investment Group’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-284
Closed -$4.62K – 500
2022
Q4 		$4.62K Hold
284
– – ﹤0.01% 612
2022
Q3 		$5K Hold
284
– – ﹤0.01% 602
2022
Q2 		$5K Hold
284
– – ﹤0.01% 628
2022
Q1 		$8K Hold
284
– – ﹤0.01% 574
2021
Q4 		$8K Buy
+284
New +$8.33K ﹤0.01% 576

Other funds holding NEWT

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

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

Zullo Investment Group sold out of NewtekOne (NEWT) in Q1 2023, closing a stake of 284 shares — an estimated $4.62K sold.

Zullo Investment Group first reported a position in NEWT in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 76 funds tracked by Wall St. Rank hold NEWT as of Q1 2023.

  • Zullo Investment Group reported no remaining NewtekOne position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 284 NewtekOne shares in Q1 2023, an estimated $4.62K.
  • Zullo Investment Group first reported a position in NewtekOne in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's NewtekOne position peaked at $8K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held NewtekOne as of Q1 2023.

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