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Cassady Schiller Wealth Management’s Zoetis ZTS Stock Holding History

Cassady Schiller 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 		$3.26K Buy
+20
New +$3.58K ﹤0.01% 488
2022
Q1 		– Sell
-11
Closed -$3K – 630
2021
Q4 		$3K Buy
+11
New +$2.41K ﹤0.01% 385

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

Cassady Schiller Wealth Management's ZTS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Zoetis (ZTS) in Q4 2024: 20 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in ZTS as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in ZTS in Q4 2021 and has held it in 2 quarters since. 1,870 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • Cassady Schiller Wealth Management held 20 shares of Zoetis worth $3.26K as of Q4 2024.
  • Zoetis was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Zoetis made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #488 holding.
  • Cassady Schiller Wealth Management first reported a position in Zoetis in Q4 2021 and has held it in 2 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.