Platte River Wealth Advisors’s Zoetis ZTS Stock Holding History

Platte River 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 Q3	$841K	Hold	4,305	–	–	0.23%	53
2024 Q2	$746K	Sell	4,305 -370	-8%	-$61.6K	0.21%	56
2024 Q1	$791K	Sell	4,675 -1,465	-24%	-$274K	0.23%	56
2023 Q4	$1.21M	Buy	6,140 +655	+12%	+$116K	0.4%	47
2023 Q3	$954K	Buy	5,485 +275	+5%	+$49.9K	0.35%	49
2023 Q2	$897K	Buy	5,210 +830	+19%	+$144K	0.31%	52
2023 Q1	$729K	Sell	4,380 -1,991	-31%	-$326K	0.28%	53
2022 Q4	$934K	Hold	6,371	–	–	0.39%	46
2022 Q3	$945K	Hold	6,371	–	–	0.42%	43
2022 Q2	$1.09M	Hold	6,371	–	–	0.47%	39
2022 Q1	$1.2M	Hold	6,371	–	–	0.44%	42
2021 Q4	$1.36M	Hold	6,371	–	–	0.46%	41
2021 Q3	$1.24M	Hold	6,371	–	–	0.46%	41
2021 Q2	$1.19M	Hold	6,371	–	–	0.45%	42
2021 Q1	$1.02M	Hold	6,371	–	–	0.42%	43
2020 Q4	$1.05M	Sell	6,371 -89	-1%	-$14.5K	0.45%	43
2020 Q3	$1.07M	Hold	6,460	–	–	0.55%	39
2020 Q2	$895K	Buy	+6,460	New	+$843K	0.49%	50
2019 Q4	$882K	Buy	+6,570	New	+$816K	0.46%	61

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Platte River Wealth Advisors's ZTS Position: Q3 2024 in Review

Platte River Wealth Advisors held its Zoetis (ZTS) position steady in Q3 2024 at 4,305 shares worth $841K. The position accounts for 0.23% of the portfolio, ranked #53.

Platte River Wealth Advisors first reported a position in ZTS in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2021. 1,782 funds tracked by Wall St. Rank hold ZTS as of Q3 2024.

Platte River Wealth Advisors held 4,305 shares of Zoetis worth $841K as of Q3 2024.
Platte River Wealth Advisors left its Zoetis share count unchanged in Q3 2024.
Zoetis made up 0.23% of Platte River Wealth Advisors's portfolio in Q3 2024, its #53 holding.
Platte River Wealth Advisors first reported a position in Zoetis in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's Zoetis position peaked at $1.36M in Q4 2021.
1,782 funds tracked by Wall St. Rank held Zoetis as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.