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Elwood & Goetz Wealth Advisory Group’s Zoetis ZTS Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-1,267
Closed -$248K – 105
2024
Q3 		$248K Buy
+1,267
New +$233K 0.06% 87

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's ZTS Position: Q4 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of Zoetis (ZTS) in Q4 2024, closing a stake of 1,267 shares — an estimated $248K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in ZTS in Q3 2024 and held it in 1 quarter. The position peaked at $248K in Q3 2024. 1,875 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Zoetis position as of Q4 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,267 Zoetis shares in Q4 2024, an estimated $248K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Zoetis in Q3 2024 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Zoetis position peaked at $248K in Q3 2024.
  • 1,875 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.