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Independence Advisors’s Zoetis ZTS Stock Holding History

Independence 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
2020
Q3 		$380K Buy
2,299
+6
+0.3% +$922 0.08% 61
2020
Q2 		$314K Buy
2,293
+537
+31% +$70.1K 0.07% 65
2020
Q1 		$207K Hold
1,756
– – 0.06% 79
2019
Q4 		$232K Sell
1,756
-174
-9% -$21.6K 0.06% 87
2019
Q3 		$240K Hold
1,930
– – 0.06% 86
2019
Q2 		$219K Sell
1,930
-230
-11% -$24.1K 0.06% 91
2019
Q1 		$217K Buy
+2,160
New +$196K 0.06% 87

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independence Advisors's ZTS Position: Q3 2020 in Review

Independence Advisors increased its Zoetis (ZTS) stake by 0.26% in Q3 2020, buying an estimated $922 and bringing the position to 2,299 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #61.

Independence Advisors first reported a position in ZTS in Q1 2019 and has held it in 7 quarters since. 1,308 funds tracked by Wall St. Rank hold ZTS as of Q3 2020.

  • Independence Advisors held 2,299 shares of Zoetis worth $380K as of Q3 2020.
  • Independence Advisors bought 6 Zoetis shares in Q3 2020, an estimated $922.
  • Zoetis made up 0.08% of Independence Advisors's portfolio in Q3 2020, its #61 holding.
  • Independence Advisors first reported a position in Zoetis in Q1 2019 and has held it in 7 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Zoetis as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.