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Pacific Capital Wealth Advisors’s Zoetis ZTS Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-16
Closed -$3.13K – 494
2024
Q3 		$3.13K Buy
+16
New +$2.95K ﹤0.01% 373
2024
Q2 		– Sell
-35
Closed -$5.92K – 675
2024
Q1 		$5.92K Buy
+35
New +$6.56K ﹤0.01% 289

Other funds holding ZTS

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's ZTS Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Zoetis (ZTS) in Q4 2024, closing a stake of 16 shares — an estimated $3.13K sold.

Pacific Capital Wealth Advisors first reported a position in ZTS in Q1 2024 and held it in 2 quarters. The position peaked at $5.92K in Q1 2024. 1,876 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Zoetis position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 16 Zoetis shares in Q4 2024, an estimated $3.13K.
  • Pacific Capital Wealth Advisors first reported a position in Zoetis in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Zoetis position peaked at $5.92K in Q1 2024.
  • 1,876 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.