Jeppson Wealth Management’s Zoetis ZTS Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-150	Closed	-$25K	–	478
2020 Q3	$25K	Buy	+150	New	+$23.1K	0.02%	312

Other funds holding ZTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jeppson Wealth Management's ZTS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Zoetis (ZTS) in Q4 2020, closing a stake of 150 shares — an estimated $25K sold.

Jeppson Wealth Management first reported a position in ZTS in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 1,410 funds tracked by Wall St. Rank hold ZTS as of Q4 2020.

Jeppson Wealth Management reported no remaining Zoetis position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 150 Zoetis shares in Q4 2020, an estimated $25K.
Jeppson Wealth Management first reported a position in Zoetis in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Zoetis position peaked at $25K in Q3 2020.
1,410 funds tracked by Wall St. Rank held Zoetis as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.