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Liberty Wealth Management’s Zoetis ZTS Stock Holding History

Liberty 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
2022
Q1 		– Sell
-871
Closed -$212 – 184
2021
Q4 		$212 Sell
871
-729
-46% -$160K 0.01% 158
2021
Q3 		$327K Buy
1,600
+799
+100% +$161K 0.12% 107
2021
Q2 		$149K Sell
801
-8
-1% -$1.39K 0.06% 164
2021
Q1 		$125K Hold
809
– – 0.06% 154
2020
Q4 		$125K Buy
809
+16
+2% +$2.6K 0.06% 152
2020
Q3 		$131K Sell
793
-164
-17% -$25.2K 0.08% 135
2020
Q2 		$131K Buy
957
+61
+7% +$7.96K 0.09% 121
2020
Q1 		$105K Sell
896
-21
-2% -$2.77K 0.09% 136
2019
Q4 		$121K Buy
917
+15
+2% +$1.86K 0.1% 142
2019
Q3 		$112K Sell
902
-34
-4% -$4.1K 0.11% 134
2019
Q2 		$106K Sell
936
-85
-8% -$8.9K 0.09% 160
2019
Q1 		$102K Buy
1,021
+21
+2% +$1.91K 0.08% 136
2018
Q4 		$85K Buy
+1,000
New +$90.1K 0.06% 145

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Liberty Wealth Management's ZTS Position: Q1 2022 in Review

Liberty Wealth Management sold out of Zoetis (ZTS) in Q1 2022, closing a stake of 871 shares — an estimated $212 sold.

Liberty Wealth Management first reported a position in ZTS in Q4 2018 and held it in 13 quarters. The position peaked at $327K in Q3 2021. 1,637 funds tracked by Wall St. Rank hold ZTS as of Q1 2022.

  • Liberty Wealth Management reported no remaining Zoetis position as of Q1 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 871 Zoetis shares in Q1 2022, an estimated $212.
  • Liberty Wealth Management first reported a position in Zoetis in Q4 2018 and held it in 13 quarters.
  • Liberty Wealth Management's Zoetis position peaked at $327K in Q3 2021.
  • 1,637 funds tracked by Wall St. Rank held Zoetis as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.