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Avantax Planning Partners’s Zoetis ZTS Stock Holding History

Avantax Planning Partners’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
2024
Q3 		– Sell
-1,569
Closed -$272K – 490
2024
Q2 		$272K Sell
1,569
-459
-23% -$76.4K 0.01% 375
2024
Q1 		$343K Sell
2,028
-35
-2% -$6.56K 0.01% 339
2023
Q4 		$407K Sell
2,063
-100
-5% -$17.7K 0.02% 261
2023
Q3 		$376K Sell
2,163
-1,605
-43% -$291K 0.02% 254
2023
Q2 		$649K Sell
3,768
-25
-0.7% -$4.32K 0.03% 211
2023
Q1 		$631K Buy
3,793
+402
+12% +$65.9K 0.03% 214
2022
Q4 		$497K Sell
3,391
-583
-15% -$86.3K 0.02% 233
2022
Q3 		$589K Buy
3,974
+2,797
+238% +$467K 0.03% 207
2022
Q2 		$202K Buy
1,177
+9
+0.8% +$1.56K 0.01% 324
2022
Q1 		$220K Hold
1,168
– – 0.01% 331
2021
Q4 		$285K Sell
1,168
-107
-8% -$23.4K 0.01% 284
2021
Q3 		$248K Hold
1,275
– – 0.01% 286
2021
Q2 		$238K Sell
1,275
-17
-1% -$2.95K 0.01% 285
2021
Q1 		$203K Buy
+1,292
New +$205K 0.01% 293
2020
Q4 		– Sell
-1,259
Closed -$208K – 314
2020
Q3 		$208K Buy
+1,259
New +$193K 0.01% 281
2018
Q4 		– Sell
-377
Closed -$35K – 1236
2018
Q3 		$35K Buy
+377
New +$33.4K ﹤0.01% 569
2018
Q2 		– Sell
-400
Closed -$33K – 1528
2018
Q1 		$33K Buy
+400
New +$31.5K ﹤0.01% 621

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Avantax Planning Partners's ZTS Position: Q3 2024 in Review

Avantax Planning Partners sold out of Zoetis (ZTS) in Q3 2024, closing a stake of 1,569 shares — an estimated $272K sold.

Avantax Planning Partners first reported a position in ZTS in Q1 2018 and held it in 17 quarters. The position peaked at $649K in Q2 2023. 1,785 funds tracked by Wall St. Rank hold ZTS as of Q3 2024.

  • Avantax Planning Partners reported no remaining Zoetis position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 1,569 Zoetis shares in Q3 2024, an estimated $272K.
  • Avantax Planning Partners first reported a position in Zoetis in Q1 2018 and held it in 17 quarters.
  • Avantax Planning Partners's Zoetis position peaked at $649K in Q2 2023.
  • 1,785 funds tracked by Wall St. Rank held Zoetis as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.