Clarus Wealth Advisors’s Zoetis ZTS Stock Holding History

Clarus Wealth Advisors’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	–	Sell	-3,346	Closed	-$627K	–	142
2024 Q3	$627K	Sell	3,346 -237	-7%	-$43.7K	0.32%	68
2024 Q2	$622K	Sell	3,583 -23	-0.6%	-$3.83K	0.33%	64
2024 Q1	$588K	Buy	3,606 +700	+24%	+$131K	0.33%	70
2023 Q4	$554K	Buy	+2,906	New	+$514K	0.33%	69
2023 Q2	$483K	Buy	2,887 +225	+8%	+$38.9K	0.29%	76
2023 Q1	$450K	Buy	+2,662	New	+$436K	0.28%	75
2022 Q3	–	Sell	-2,627	Closed	-$465K	–	120
2022 Q2	$465K	Buy	2,627 +343	+15%	+$59.3K	0.33%	57
2022 Q1	$440K	Buy	+2,284	New	+$452K	0.27%	63
2019 Q3	–	Sell	-50	Closed	-$6K	–	562
2019 Q2	$6K	Buy	+50	New	+$5.24K	﹤0.01%	478
2019 Q1	–	Sell	-2,696	Closed	-$231K	–	737
2018 Q4	$231K	Buy	+2,696	New	+$243K	0.36%	63
2018 Q3	–	Sell	-12	Closed	-$1K	–	775
2018 Q2	$1K	Buy	+12	New	+$1.01K	﹤0.01%	710

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

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