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Acorn Wealth Advisors’s Zoetis ZTS Stock Holding History

Acorn Wealth Advisors’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-166
Closed -$14K – 465
2018
Q2 		$14K Hold
166
– – 0.01% 457
2018
Q1 		$14K Hold
166
– – 0.01% 456
2017
Q4 		$12K Buy
+166
New +$11.4K 0.01% 460

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Acorn Wealth Advisors's ZTS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Zoetis (ZTS) in Q3 2018, closing a stake of 166 shares — an estimated $14K sold.

Acorn Wealth Advisors first reported a position in ZTS in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2018. 974 funds tracked by Wall St. Rank hold ZTS as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Zoetis position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 166 Zoetis shares in Q3 2018, an estimated $14K.
  • Acorn Wealth Advisors first reported a position in Zoetis in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Zoetis position peaked at $14K in Q2 2018.
  • 974 funds tracked by Wall St. Rank held Zoetis as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.