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Morton Brown Family Wealth’s Zoetis ZTS Stock Holding History

Morton Brown Family Wealth’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
-8
Closed -$1.33K – 298
2023
Q1 		$1.33K Buy
+8
New +$1.31K ﹤0.01% 237
2022
Q1 		– Sell
-12
Closed -$3K – 217
2021
Q4 		$3K Buy
+12
New +$2.63K ﹤0.01% 155

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's ZTS Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Zoetis (ZTS) in Q2 2023, closing a stake of 8 shares — an estimated $1.33K sold.

Morton Brown Family Wealth first reported a position in ZTS in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 1,627 funds tracked by Wall St. Rank hold ZTS as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Zoetis position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 8 Zoetis shares in Q2 2023, an estimated $1.33K.
  • Morton Brown Family Wealth first reported a position in Zoetis in Q4 2021 and held it in 2 quarters.
  • Morton Brown Family Wealth's Zoetis position peaked at $3K in Q4 2021.
  • 1,627 funds tracked by Wall St. Rank held Zoetis as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.