Heritage Wealth Management (Arizona)’s Zoetis ZTS Stock Holding History

Heritage Wealth Management (Arizona)’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	$934K	Buy	5,388 +2,128	+65%	+$354K	0.52%	44
2024 Q1	$552K	Sell	3,260 -20	-0.6%	-$3.75K	0.28%	76
2023 Q4	$647K	Buy	+3,280	New	+$581K	0.35%	65
2022 Q4	$9.09K	Buy	62 +31	+100%	+$4.59K	﹤0.01%	788
2022 Q3	$5K	Buy	+31	New	+$5.18K	﹤0.01%	767
2022 Q2	–	Sell	-16	Closed	-$3K	–	1071
2022 Q1	$3K	Buy	+16	New	+$3.16K	﹤0.01%	878
2021 Q2	–	Sell	-260	Closed	-$41K	–	935
2021 Q1	$41K	Buy	+260	New	+$41.2K	0.02%	408

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 $3.37T AUM 44.26% 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

Heritage Wealth Management (Arizona)'s ZTS Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its Zoetis (ZTS) stake by 65% in Q2 2024, buying an estimated $354K and bringing the position to 5,388 shares worth $934K. The position accounts for 0.52% of the portfolio, ranked #44.

Heritage Wealth Management (Arizona) first reported a position in ZTS in Q1 2021 and has held it in 7 quarters since. 1,738 funds tracked by Wall St. Rank hold ZTS as of Q2 2024.

Heritage Wealth Management (Arizona) held 5,388 shares of Zoetis worth $934K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 2,128 Zoetis shares in Q2 2024, an estimated $354K.
Zoetis made up 0.52% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #44 holding.
Heritage Wealth Management (Arizona) first reported a position in Zoetis in Q1 2021 and has held it in 7 quarters since.
1,738 funds tracked by Wall St. Rank held Zoetis as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.