Polaris Wealth Advisory Group’s Zoetis ZTS Stock Holding History

Polaris Wealth Advisory 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 Q3	$1M	Sell	5,765 -4,314	-43%	-$783K	0.08%	118
2023 Q2	$1.74M	Buy	10,079 +955	+10%	+$165K	0.13%	98
2023 Q1	$1.52M	Sell	9,124 -224	-2%	-$36.7K	0.11%	102
2022 Q4	$1.48M	Buy	9,348 +278	+3%	+$41.1K	0.11%	103
2022 Q3	$1.32M	Buy	+9,070	New	+$1.52M	0.11%	93
2021 Q1	–	Sell	-25,867	Closed	-$4.35M	–	211
2020 Q4	$4.35M	Buy	+25,867	New	+$4.21M	0.32%	86
2020 Q1	–	Sell	-174,038	Closed	-$24.2M	–	185
2019 Q4	$24.2M	Buy	174,038 +257	+0.1%	+$31.9K	1.62%	28
2019 Q3	$21.3M	Sell	173,781 -1,055	-0.6%	-$127K	1.74%	30
2019 Q2	$19.9M	Buy	+174,836	New	+$18.3M	1.51%	35

Other funds holding ZTS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Polaris Wealth Advisory Group's ZTS Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Zoetis (ZTS) stake by 43% in Q3 2023, selling an estimated $783K and leaving 5,765 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #118.

Polaris Wealth Advisory Group first reported a position in ZTS in Q2 2019 and has held it in 9 quarters since. The position peaked at $24.2M in Q4 2019. 1,628 funds tracked by Wall St. Rank hold ZTS as of Q3 2023.

Polaris Wealth Advisory Group held 5,765 shares of Zoetis worth $1M as of Q3 2023.
Polaris Wealth Advisory Group sold 4,314 Zoetis shares in Q3 2023, an estimated $783K.
Zoetis made up 0.08% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #118 holding.
Polaris Wealth Advisory Group first reported a position in Zoetis in Q2 2019 and has held it in 9 quarters since.
Polaris Wealth Advisory Group's Zoetis position peaked at $24.2M in Q4 2019.
1,628 funds tracked by Wall St. Rank held Zoetis as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.