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Legacy Financial Advisors’s Zoetis ZTS Stock Holding History

Legacy Financial 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
2025
Q1 		– Sell
-1,282
Closed -$209K – 379
2024
Q4 		$209K Buy
1,282
+70
+6% +$12.5K 0.03% 328
2024
Q3 		$237K Buy
+1,212
New +$223K 0.04% 313
2019
Q2 		– Sell
-203
Closed -$20K – 935
2019
Q1 		$20K Sell
203
-23
-10% -$2.09K 0.01% 460
2018
Q4 		$19K Sell
226
-450
-67% -$40.5K 0.01% 430
2018
Q3 		$61K Sell
676
-291
-30% -$25.8K 0.02% 227
2018
Q2 		$83K Sell
967
-3
-0.3% -$253 0.03% 193
2018
Q1 		$80K Sell
970
-459
-32% -$36.2K 0.03% 192
2017
Q4 		$102K Buy
+1,429
New +$98.1K 0.04% 176

Other funds holding ZTS

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State Street
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return