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Long Island Wealth Management’s Zoetis ZTS Stock Holding History

Long Island 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
Q1 		– Sell
-10
Closed -$2K – 429
2023
Q4 		$2K Buy
+10
New +$1.77K ﹤0.01% 372

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Long Island Wealth Management's ZTS Position: Q1 2024 in Review

Long Island Wealth Management sold out of Zoetis (ZTS) in Q1 2024, closing a stake of 10 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in ZTS in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 1,736 funds tracked by Wall St. Rank hold ZTS as of Q1 2024.

  • Long Island Wealth Management reported no remaining Zoetis position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 10 Zoetis shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in Zoetis in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Zoetis position peaked at $2K in Q4 2023.
  • 1,736 funds tracked by Wall St. Rank held Zoetis as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.