Financial Synergies Wealth Advisors’s Zoetis ZTS Stock Holding History

Financial Synergies 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 Q2	–	Sell	-8	Closed	-$1.35K	–	497
2024 Q1	$1.35K	Sell	8 -4	-33%	-$749	﹤0.01%	364
2023 Q4	$1.76K	Buy	12 +1	+9%	+$177	﹤0.01%	254
2023 Q3	$1.91K	Buy	11 +3	+38%	+$545	﹤0.01%	304
2023 Q2	$1.38K	Sell	8 -11	-58%	-$1.9K	﹤0.01%	328
2023 Q1	$3.16K	Buy	19 +7	+58%	+$1.15K	﹤0.01%	283
2022 Q4	$1.76K	Buy	12 +1	+9%	+$148	﹤0.01%	254
2022 Q3	$1.63K	Sell	11 -1	-8%	-$167	﹤0.01%	238
2022 Q2	$2.06K	Buy	+12	New	+$2.08K	﹤0.01%	232

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Financial Synergies Wealth Advisors's ZTS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Zoetis (ZTS) in Q2 2024, closing a stake of 8 shares — an estimated $1.35K sold.

Financial Synergies Wealth Advisors first reported a position in ZTS in Q2 2022 and held it in 8 quarters. The position peaked at $3.16K in Q1 2023. 1,739 funds tracked by Wall St. Rank hold ZTS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Zoetis position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 8 Zoetis shares in Q2 2024, an estimated $1.35K.
Financial Synergies Wealth Advisors first reported a position in Zoetis in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Zoetis position peaked at $3.16K in Q1 2023.
1,739 funds tracked by Wall St. Rank held Zoetis as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.