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Cypress Point Wealth Management’s Zoetis ZTS Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-2,725
Closed -$451K – 199
2020
Q4 		$451K Buy
+2,725
New +$443K 0.69% 52

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Cypress Point Wealth Management's ZTS Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Zoetis (ZTS) in Q1 2021, closing a stake of 2,725 shares — an estimated $451K sold.

Cypress Point Wealth Management first reported a position in ZTS in Q4 2020 and held it in 1 quarter. The position peaked at $451K in Q4 2020. 1,414 funds tracked by Wall St. Rank hold ZTS as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Zoetis position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 2,725 Zoetis shares in Q1 2021, an estimated $451K.
  • Cypress Point Wealth Management first reported a position in Zoetis in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Zoetis position peaked at $451K in Q4 2020.
  • 1,414 funds tracked by Wall St. Rank held Zoetis as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.