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FSM Wealth Advisors’s Zoetis ZTS Stock Holding History

FSM 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
-1,243
Closed -$243K – 209
2024
Q3 		$243K Buy
+1,243
New +$229K 0.06% 153
2024
Q2 		– Sell
-1,445
Closed -$244K – 170
2024
Q1 		$244K Buy
1,445
+47
+3% +$8.8K 0.09% 139
2023
Q4 		$276K Sell
1,398
-646
-32% -$114K 0.12% 122
2023
Q3 		$356K Sell
2,044
-183
-8% -$33.2K 0.18% 98
2023
Q2 		$379K Buy
+2,227
New +$385K 0.19% 100

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

FSM Wealth Advisors's ZTS Position: Q4 2024 in Review

FSM Wealth Advisors sold out of Zoetis (ZTS) in Q4 2024, closing a stake of 1,243 shares — an estimated $243K sold.

FSM Wealth Advisors first reported a position in ZTS in Q2 2023 and held it in 5 quarters. The position peaked at $379K in Q2 2023. 1,875 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • FSM Wealth Advisors reported no remaining Zoetis position as of Q4 2024 after selling out during the quarter.
  • FSM Wealth Advisors sold 1,243 Zoetis shares in Q4 2024, an estimated $243K.
  • FSM Wealth Advisors first reported a position in Zoetis in Q2 2023 and held it in 5 quarters.
  • FSM Wealth Advisors's Zoetis position peaked at $379K in Q2 2023.
  • 1,875 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on FSM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.