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Lighthouse Financial Advisors’s Zoetis ZTS Stock Holding History

Lighthouse 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
2021
Q1 		$1.87M Buy
11,855
+1,543
+15% +$244K 0.57% 56
2020
Q4 		$1.71M Buy
10,312
+1,005
+11% +$163K 0.58% 55
2020
Q3 		$1.54M Buy
9,307
+614
+7% +$94.4K 0.59% 53
2020
Q2 		$1.19M Buy
8,693
+4,953
+132% +$647K 0.5% 55
2020
Q1 		$440K Buy
+3,740
New +$492K 0.27% 60

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lighthouse Financial Advisors's ZTS Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Zoetis (ZTS) stake by 15% in Q1 2021, buying an estimated $244K and bringing the position to 11,855 shares worth $1.87M. The position accounts for 0.57% of the portfolio, ranked #56.

Lighthouse Financial Advisors first reported a position in ZTS in Q1 2020 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold ZTS as of Q1 2021.

  • Lighthouse Financial Advisors held 11,855 shares of Zoetis worth $1.87M as of Q1 2021.
  • Lighthouse Financial Advisors bought 1,543 Zoetis shares in Q1 2021, an estimated $244K.
  • Zoetis made up 0.57% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #56 holding.
  • Lighthouse Financial Advisors first reported a position in Zoetis in Q1 2020 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Zoetis as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.