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Monumental Financial Group’s Zoetis ZTS Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-6,964
Closed -$1.16M – 91
2023
Q1 		$1.16M Buy
6,964
+348
+5% +$57K 0.83% 29
2022
Q4 		$970K Buy
+6,616
New +$979K 0.78% 36
2021
Q3 		– Sell
-56
Closed -$10K – 97
2021
Q2 		$10K Sell
56
-3,990
-99% -$693K 0.01% 82
2021
Q1 		$637K Buy
+4,046
New +$641K 0.61% 33

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Monumental Financial Group's ZTS Position: Q2 2023 in Review

Monumental Financial Group sold out of Zoetis (ZTS) in Q2 2023, closing a stake of 6,964 shares — an estimated $1.16M sold.

Monumental Financial Group first reported a position in ZTS in Q1 2021 and held it in 4 quarters. The position peaked at $1.16M in Q1 2023. 1,627 funds tracked by Wall St. Rank hold ZTS as of Q2 2023.

  • Monumental Financial Group reported no remaining Zoetis position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 6,964 Zoetis shares in Q2 2023, an estimated $1.16M.
  • Monumental Financial Group first reported a position in Zoetis in Q1 2021 and held it in 4 quarters.
  • Monumental Financial Group's Zoetis position peaked at $1.16M in Q1 2023.
  • 1,627 funds tracked by Wall St. Rank held Zoetis as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.