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CFM Wealth Partners’s Zoetis ZTS Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-593
Closed -$81K – 470
2020
Q2 		$81K Sell
593
-108
-15% -$14.1K 0.03% 225
2020
Q1 		$83K Sell
701
-71
-9% -$9.35K 0.04% 214
2019
Q4 		$107K Buy
+772
New +$95.9K 0.04% 203

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State Farm Mutual Automobile Insurance
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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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CFM Wealth Partners's ZTS Position: Q3 2020 in Review

CFM Wealth Partners sold out of Zoetis (ZTS) in Q3 2020, closing a stake of 593 shares — an estimated $81K sold.

CFM Wealth Partners first reported a position in ZTS in Q4 2019 and held it in 3 quarters. The position peaked at $107K in Q4 2019. 1,308 funds tracked by Wall St. Rank hold ZTS as of Q3 2020.

  • CFM Wealth Partners reported no remaining Zoetis position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 593 Zoetis shares in Q3 2020, an estimated $81K.
  • CFM Wealth Partners first reported a position in Zoetis in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Zoetis position peaked at $107K in Q4 2019.
  • 1,308 funds tracked by Wall St. Rank held Zoetis as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.