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Jamison Private Wealth Management’s Zoetis ZTS Stock Holding History

Jamison Private Wealth Management’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 		– Sell
-5
Closed -$847 – 539
2024
Q1 		$847 Buy
+5
New +$937 ﹤0.01% 435

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Jamison Private Wealth Management's ZTS Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Zoetis (ZTS) in Q2 2024, closing a stake of 5 shares — an estimated $847 sold.

Jamison Private Wealth Management first reported a position in ZTS in Q1 2024 and held it in 1 quarter. The position peaked at $847 in Q1 2024. 1,733 funds tracked by Wall St. Rank hold ZTS as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Zoetis position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 Zoetis shares in Q2 2024, an estimated $847.
  • Jamison Private Wealth Management first reported a position in Zoetis in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Zoetis position peaked at $847 in Q1 2024.
  • 1,733 funds tracked by Wall St. Rank held Zoetis as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.