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Avitas Wealth Management’s Zoetis ZTS Stock Holding History

Avitas Wealth Management’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
Q4 		$1.42M Buy
8,729
+6,828
+359% +$1.22M 0.2% 111
2024
Q3 		$371K Sell
1,901
-164
-8% -$30.2K 0.05% 175
2024
Q2 		$358K Sell
2,065
-1,151
-36% -$192K 0.05% 183
2024
Q1 		$544K Sell
3,216
-37
-1% -$6.93K 0.08% 169
2023
Q4 		$642K Sell
3,253
-15
-0.5% -$2.65K 0.11% 150
2023
Q3 		$569K Sell
3,268
-104
-3% -$18.9K 0.11% 152
2023
Q2 		$581K Sell
3,372
-42
-1% -$7.26K 0.11% 146
2023
Q1 		$568K Sell
3,414
-103
-3% -$16.9K 0.11% 150
2022
Q4 		$515K Buy
3,517
+1,057
+43% +$156K 0.11% 140
2022
Q3 		$365K Buy
2,460
+20
+0.8% +$3.34K 0.08% 153
2022
Q2 		$419K Sell
2,440
-148
-6% -$25.6K 0.09% 151
2022
Q1 		$488K Buy
+2,588
New +$512K 0.09% 162
2019
Q3 		– Sell
-10,979
Closed -$1.25M – 189
2019
Q2 		$1.25M Sell
10,979
-278
-2% -$29.1K 0.35% 100
2019
Q1 		$1.13M Sell
11,257
-692
-6% -$62.8K 0.33% 98
2018
Q4 		$1.02M Sell
11,949
-25
-0.2% -$2.25K 0.34% 101
2018
Q3 		$1.1M Buy
11,974
+933
+8% +$82.8K 0.31% 105
2018
Q2 		$941K Buy
+11,041
New +$932K 0.29% 108

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avitas Wealth Management's ZTS Position: Q4 2024 in Review

Avitas Wealth Management increased its Zoetis (ZTS) stake by 359% in Q4 2024, buying an estimated $1.22M and bringing the position to 8,729 shares worth $1.42M. The position accounts for 0.2% of the portfolio, ranked #111.

Avitas Wealth Management first reported a position in ZTS in Q2 2018 and has held it in 17 quarters since. 1,870 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • Avitas Wealth Management held 8,729 shares of Zoetis worth $1.42M as of Q4 2024.
  • Avitas Wealth Management bought 6,828 Zoetis shares in Q4 2024, an estimated $1.22M.
  • Zoetis made up 0.2% of Avitas Wealth Management's portfolio in Q4 2024, its #111 holding.
  • Avitas Wealth Management first reported a position in Zoetis in Q2 2018 and has held it in 17 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.