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Summit Wealth Group’s Zoetis ZTS Stock Holding History

Summit Wealth 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
Q2 		– Sell
-14,980
Closed – – 267
2023
Q1 		$0 Buy
+14,980
New +$2.46M ﹤0.01% 268
2021
Q3 		– Sell
-10
Closed -$2K – 227
2021
Q2 		$2K Hold
10
– – ﹤0.01% 173
2021
Q1 		$2K Buy
+10
New +$1.58K ﹤0.01% 154

Other funds holding ZTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's ZTS Position: Q2 2023 in Review

Summit Wealth Group sold out of Zoetis (ZTS) in Q2 2023, closing a stake of 14,980 shares.

Summit Wealth Group first reported a position in ZTS in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 1,628 funds tracked by Wall St. Rank hold ZTS as of Q2 2023.

  • Summit Wealth Group reported no remaining Zoetis position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 14,980 Zoetis shares in Q2 2023.
  • Summit Wealth Group first reported a position in Zoetis in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Zoetis position peaked at $2K in Q2 2021.
  • 1,628 funds tracked by Wall St. Rank held Zoetis as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.