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Sound Financial Strategies Group’s Zoetis ZTS Stock Holding History

Sound Financial Strategies 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
2020
Q4 		– Sell
-2,838
Closed -$469K – 108
2020
Q3 		$469K Sell
2,838
-44
-2% -$6.76K 0.3% 39
2020
Q2 		$395K Sell
2,882
-30
-1% -$3.92K 0.26% 51
2020
Q1 		$343K Sell
2,912
-7,904
-73% -$1.04M 0.23% 48
2019
Q4 		$1.43M Buy
+10,816
New +$1.34M 0.91% 34

Other funds holding ZTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sound Financial Strategies Group's ZTS Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of Zoetis (ZTS) in Q4 2020, closing a stake of 2,838 shares — an estimated $469K sold.

Sound Financial Strategies Group first reported a position in ZTS in Q4 2019 and held it in 4 quarters. The position peaked at $1.43M in Q4 2019. 1,410 funds tracked by Wall St. Rank hold ZTS as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining Zoetis position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,838 Zoetis shares in Q4 2020, an estimated $469K.
  • Sound Financial Strategies Group first reported a position in Zoetis in Q4 2019 and held it in 4 quarters.
  • Sound Financial Strategies Group's Zoetis position peaked at $1.43M in Q4 2019.
  • 1,410 funds tracked by Wall St. Rank held Zoetis as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.