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	–	1530
2018 Q1	$33K	Buy	+400	New	+$31.5K	﹤0.01%	621

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return