FSWA
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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 – 498
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

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return