BWM
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BerganKDV Wealth Management’s Zoetis ZTS Stock Holding History

BerganKDV 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
2023
Q2 		$79.2K Sell
460
-33
-7% -$5.71K 0.01% 326
2023
Q1 		$82.1K Buy
493
+7
+1% +$1.15K 0.01% 334
2022
Q4 		$71.3K Sell
486
-179
-27% -$26.5K 0.01% 349
2022
Q3 		$99K Sell
665
-117
-15% -$19.6K 0.01% 290
2022
Q2 		$134K Buy
782
+1
+0.1% +$173 0.02% 274
2022
Q1 		$147K Sell
781
-25
-3% -$4.94K 0.02% 271
2021
Q4 		$197K Buy
806
+25
+3% +$5.48K 0.02% 263
2021
Q3 		$152K Buy
781
+178
+30% +$35.9K 0.02% 272
2021
Q2 		$112K Hold
603
– – 0.01% 299
2021
Q1 		$95K Hold
603
– – 0.01% 301
2020
Q4 		$100K Buy
603
+113
+23% +$18.4K 0.01% 278
2020
Q3 		$81K Hold
490
– – 0.01% 287
2020
Q2 		$67K Sell
490
-1,781
-78% -$233K 0.01% 322
2020
Q1 		$267K Buy
2,271
+4
+0.2% +$527 0.05% 186
2019
Q4 		$300K Buy
2,267
+15
+0.7% +$1.86K 0.05% 190
2019
Q3 		$281K Hold
2,252
– – 0.06% 177
2019
Q2 		$256K Hold
2,252
– – 0.05% 189
2019
Q1 		$227K Buy
2,252
+1,792
+390% +$163K 0.05% 196
2018
Q4 		$39K Hold
460
– – 0.01% 329
2018
Q3 		$42K Hold
460
– – 0.01% 340
2018
Q2 		$39K Buy
+460
New +$38.8K 0.01% 349

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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