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Spartan Planning & Wealth Management’s Zoetis ZTS Stock Holding History

Spartan Planning & Wealth Management’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
Q4 		$116K Sell
589
-333
-36% -$59K 0.12% 86
2023
Q3 		$160K Buy
+922
New +$167K 0.19% 66
2022
Q3 		– Sell
-1
Closed – – 125
2022
Q2 		$0 Hold
1
– – ﹤0.01% 164
2022
Q1 		$0 Buy
+1
New +$198 ﹤0.01% 143

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spartan Planning & Wealth Management's ZTS Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its Zoetis (ZTS) stake by 36% in Q4 2023, selling an estimated $59K and leaving 589 shares worth $116K. The position accounts for 0.12% of the portfolio, ranked #86.

Spartan Planning & Wealth Management first reported a position in ZTS in Q1 2022 and has held it in 4 quarters since. The position peaked at $160K in Q3 2023. 1,747 funds tracked by Wall St. Rank hold ZTS as of Q4 2023.

  • Spartan Planning & Wealth Management held 589 shares of Zoetis worth $116K as of Q4 2023.
  • Spartan Planning & Wealth Management sold 333 Zoetis shares in Q4 2023, an estimated $59K.
  • Zoetis made up 0.12% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #86 holding.
  • Spartan Planning & Wealth Management first reported a position in Zoetis in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's Zoetis position peaked at $160K in Q3 2023.
  • 1,747 funds tracked by Wall St. Rank held Zoetis as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.