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Heritage Financial Services’s Zoetis ZTS Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-90
Closed -$15K – 524
2022
Q2 		$15K Buy
+90
New +$15.6K 0.01% 272

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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Heritage Financial Services's ZTS Position: Q3 2022 in Review

Heritage Financial Services sold out of Zoetis (ZTS) in Q3 2022, closing a stake of 90 shares — an estimated $15K sold.

Heritage Financial Services first reported a position in ZTS in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 1,508 funds tracked by Wall St. Rank hold ZTS as of Q3 2022.

  • Heritage Financial Services reported no remaining Zoetis position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 90 Zoetis shares in Q3 2022, an estimated $15K.
  • Heritage Financial Services first reported a position in Zoetis in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Zoetis position peaked at $15K in Q2 2022.
  • 1,508 funds tracked by Wall St. Rank held Zoetis as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.