Triad Wealth Partners’s Zoetis ZTS Stock Holding History

Triad Wealth Partners’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
2024 Q3	–	Sell	-1,324	Closed	-$229K	–	981
2024 Q2	$229K	Buy	+1,324	New	+$220K	0.12%	84

Other funds holding ZTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Triad Wealth Partners's ZTS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Zoetis (ZTS) in Q3 2024, closing a stake of 1,324 shares — an estimated $229K sold.

Triad Wealth Partners first reported a position in ZTS in Q2 2024 and held it in 1 quarter. The position peaked at $229K in Q2 2024. 1,781 funds tracked by Wall St. Rank hold ZTS as of Q3 2024.

Triad Wealth Partners reported no remaining Zoetis position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 1,324 Zoetis shares in Q3 2024, an estimated $229K.
Triad Wealth Partners first reported a position in Zoetis in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Zoetis position peaked at $229K in Q2 2024.
1,781 funds tracked by Wall St. Rank held Zoetis as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.