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Insight Wealth Strategies’s Zoetis ZTS Stock Holding History

Insight Wealth Strategies’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
2023
Q2 		– Sell
-13,065
Closed -$2.17M – 142
2023
Q1 		$2.17M Sell
13,065
-215
-2% -$35.2K 0.43% 32
2022
Q4 		$1.95M Buy
13,280
+303
+2% +$44.8K 0.38% 35
2022
Q3 		$2.23M Hold
12,977
– – 0.41% 31
2022
Q2 		$2.23M Sell
12,977
-448
-3% -$77.5K 0.41% 31
2022
Q1 		$2.53M Buy
13,425
+374
+3% +$73.9K 0.37% 36
2021
Q4 		$3.19M Sell
13,051
-9
-0.1% -$1.97K 0.45% 30
2021
Q3 		$2.54M Buy
13,060
+85
+0.7% +$17.2K 0.36% 35
2021
Q2 		$2.42M Sell
12,975
-3,790
-23% -$658K 0.34% 34
2021
Q1 		$2.64M Buy
16,765
+2,591
+18% +$411K 0.35% 34
2020
Q4 		$2.35M Buy
14,174
+609
+4% +$99K 0.4% 33
2020
Q3 		$2.24M Buy
13,565
+4,236
+45% +$651K 0.42% 31
2020
Q2 		$1.28M Buy
9,329
+2,995
+47% +$391K 0.28% 38
2020
Q1 		$745K Sell
6,334
-11,486
-64% -$1.51M 0.2% 50
2019
Q4 		$2.36M Buy
17,820
+244
+1% +$30.3K 0.5% 37
2019
Q3 		$2.19M Buy
17,576
+2,035
+13% +$246K 0.51% 36
2019
Q2 		$1.76M Buy
15,541
+3,699
+31% +$387K 0.43% 41
2019
Q1 		$1.19M Buy
11,842
+691
+6% +$62.7K 0.33% 55
2018
Q4 		$954K Buy
+11,151
New +$1M 0.29% 51

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 $3.38T AUM 44.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Insight Wealth Strategies's ZTS Position: Q2 2023 in Review

Insight Wealth Strategies sold out of Zoetis (ZTS) in Q2 2023, closing a stake of 13,065 shares — an estimated $2.17M sold.

Insight Wealth Strategies first reported a position in ZTS in Q4 2018 and held it in 18 quarters. The position peaked at $3.19M in Q4 2021. 1,627 funds tracked by Wall St. Rank hold ZTS as of Q2 2023.

  • Insight Wealth Strategies reported no remaining Zoetis position as of Q2 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,065 Zoetis shares in Q2 2023, an estimated $2.17M.
  • Insight Wealth Strategies first reported a position in Zoetis in Q4 2018 and held it in 18 quarters.
  • Insight Wealth Strategies's Zoetis position peaked at $3.19M in Q4 2021.
  • 1,627 funds tracked by Wall St. Rank held Zoetis as of Q2 2023.

Based on Insight Wealth Strategies's 13F filing for Q2 2023, filed 14 Jul 2023.