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SVA Wealth Management’s Zoetis ZTS Stock Holding History

SVA 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
2020
Q4 		$2.23M Sell
13,498
-890
-6% -$145K 0.19% 91
2020
Q3 		$2.38M Buy
14,388
+227
+2% +$34.9K 0.24% 84
2020
Q2 		$1.94M Buy
14,161
+445
+3% +$58.1K 0.21% 90
2020
Q1 		$1.61M Buy
+13,716
New +$1.81M 0.19% 93

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

SVA Wealth Management's ZTS Position: Q4 2020 in Review

SVA Wealth Management reduced its Zoetis (ZTS) stake by 6.2% in Q4 2020, selling an estimated $145K and leaving 13,498 shares worth $2.23M. The position accounts for 0.19% of the portfolio, ranked #91.

SVA Wealth Management first reported a position in ZTS in Q1 2020 and has held it in 4 quarters since. The position peaked at $2.38M in Q3 2020. 1,411 funds tracked by Wall St. Rank hold ZTS as of Q4 2020.

  • SVA Wealth Management held 13,498 shares of Zoetis worth $2.23M as of Q4 2020.
  • SVA Wealth Management sold 890 Zoetis shares in Q4 2020, an estimated $145K.
  • Zoetis made up 0.19% of SVA Wealth Management's portfolio in Q4 2020, its #91 holding.
  • SVA Wealth Management first reported a position in Zoetis in Q1 2020 and has held it in 4 quarters since.
  • SVA Wealth Management's Zoetis position peaked at $2.38M in Q3 2020.
  • 1,411 funds tracked by Wall St. Rank held Zoetis as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.