ZIG
ZTR

Zullo Investment Group’s Virtus Total Return Fund ZTR Stock Holding History

Zullo Investment Group’s Portfolio ZTR Stock Details ZTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-140
Closed -$1K – 783
2022
Q3 		$1K Hold
140
– – ﹤0.01% 754
2022
Q2 		$1K Hold
140
– – ﹤0.01% 767
2022
Q1 		$1K Hold
140
– – ﹤0.01% 784
2021
Q4 		$1K Buy
+140
New +$1.33K ﹤0.01% 802

Other funds holding ZTR

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
TL
Tradewinds LLC Raleigh, North Carolina $310M AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Zullo Investment Group's ZTR Position: Q4 2022 in Review

Zullo Investment Group sold out of Virtus Total Return Fund (ZTR) in Q4 2022, closing a stake of 140 shares — an estimated $1K sold.

Zullo Investment Group first reported a position in ZTR in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 72 funds tracked by Wall St. Rank hold ZTR as of Q4 2022.

  • Zullo Investment Group reported no remaining Virtus Total Return Fund position as of Q4 2022 after selling out during the quarter.
  • Zullo Investment Group sold 140 Virtus Total Return Fund shares in Q4 2022, an estimated $1K.
  • Zullo Investment Group first reported a position in Virtus Total Return Fund in Q4 2021 and held it in 4 quarters.
  • Zullo Investment Group's Virtus Total Return Fund position peaked at $1K in Q3 2022.
  • 72 funds tracked by Wall St. Rank held Virtus Total Return Fund as of Q4 2022.

Based on Zullo Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.