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MinichMacGregor Wealth Management’s Zoetis ZTS Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-436
Closed -$63.9K – 683
2022
Q4 		$63.9K Buy
+436
New +$64.5K 0.02% 164
2018
Q4 		– Sell
-414
Closed -$37K – 540
2018
Q3 		$37K Hold
414
– – 0.02% 150
2018
Q2 		$35K Hold
414
– – 0.02% 144
2018
Q1 		$34K Sell
414
-105
-20% -$8.27K 0.03% 144
2017
Q4 		$37K Buy
519
+200
+63% +$13.7K 0.03% 133
2017
Q3 		$20K Buy
319
+99
+45% +$6.2K 0.02% 196
2017
Q2 		$13K Buy
+220
New +$13K 0.01% 242

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MinichMacGregor Wealth Management's ZTS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Zoetis (ZTS) in Q1 2023, closing a stake of 436 shares — an estimated $63.9K sold.

MinichMacGregor Wealth Management first reported a position in ZTS in Q2 2017 and held it in 7 quarters. The position peaked at $63.9K in Q4 2022. 1,556 funds tracked by Wall St. Rank hold ZTS as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Zoetis position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 436 Zoetis shares in Q1 2023, an estimated $63.9K.
  • MinichMacGregor Wealth Management first reported a position in Zoetis in Q2 2017 and held it in 7 quarters.
  • MinichMacGregor Wealth Management's Zoetis position peaked at $63.9K in Q4 2022.
  • 1,556 funds tracked by Wall St. Rank held Zoetis as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.