Peak Financial Advisors’s Zoetis ZTS Stock Holding History

Peak Financial 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 Q1	–	Sell	-14,067	Closed	-$2.78M	–	88
2023 Q4	$2.78M	Buy	+14,067	New	+$2.49M	1.86%	12

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peak Financial Advisors's ZTS Position: Q1 2024 in Review

Peak Financial Advisors sold out of Zoetis (ZTS) in Q1 2024, closing a stake of 14,067 shares — an estimated $2.78M sold.

Peak Financial Advisors first reported a position in ZTS in Q4 2023 and held it in 1 quarter. The position peaked at $2.78M in Q4 2023. 1,736 funds tracked by Wall St. Rank hold ZTS as of Q1 2024.

Peak Financial Advisors reported no remaining Zoetis position as of Q1 2024 after selling out during the quarter.
Peak Financial Advisors sold 14,067 Zoetis shares in Q1 2024, an estimated $2.78M.
Peak Financial Advisors first reported a position in Zoetis in Q4 2023 and held it in 1 quarter.
Peak Financial Advisors's Zoetis position peaked at $2.78M in Q4 2023.
1,736 funds tracked by Wall St. Rank held Zoetis as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.