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Sound View Wealth Advisors’s Zoetis ZTS Stock Holding History

Sound View 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
2019
Q1 		$265K Sell
2,636
-646
-20% -$58.7K 0.08% 205
2018
Q4 		$281K Buy
+3,282
New +$296K 0.1% 180

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sound View Wealth Advisors's ZTS Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Zoetis (ZTS) stake by 20% in Q1 2019, selling an estimated $58.7K and leaving 2,636 shares worth $265K. The position accounts for 0.08% of the portfolio, ranked #205.

Sound View Wealth Advisors first reported a position in ZTS in Q4 2018 and has held it in 2 quarters since. The position peaked at $281K in Q4 2018. 1,041 funds tracked by Wall St. Rank hold ZTS as of Q1 2019.

  • Sound View Wealth Advisors held 2,636 shares of Zoetis worth $265K as of Q1 2019.
  • Sound View Wealth Advisors sold 646 Zoetis shares in Q1 2019, an estimated $58.7K.
  • Zoetis made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #205 holding.
  • Sound View Wealth Advisors first reported a position in Zoetis in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Zoetis position peaked at $281K in Q4 2018.
  • 1,041 funds tracked by Wall St. Rank held Zoetis as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.