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TrueWealth Advisors’s Zoetis ZTS Stock Holding History

TrueWealth 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
2024
Q4 		– Sell
-1,197
Closed -$234K – 246
2024
Q3 		$234K Sell
1,197
-389
-25% -$71.7K 0.08% 199
2024
Q2 		$275K Buy
1,586
+23
+1% +$3.83K 0.1% 177
2024
Q1 		$265K Sell
1,563
-6
-0.4% -$1.12K 0.1% 168
2023
Q4 		$310K Buy
1,569
+231
+17% +$40.9K 0.12% 138
2023
Q3 		$233K Sell
1,338
-21
-2% -$3.81K 0.1% 167
2023
Q2 		$234K Buy
1,359
+38
+3% +$6.57K 0.1% 166
2023
Q1 		$220K Buy
+1,321
New +$217K 0.09% 172
2022
Q3 		– Sell
-1,310
Closed -$225K – 179
2022
Q2 		$225K Buy
1,310
+67
+5% +$11.6K 0.1% 150
2022
Q1 		$303K Hold
1,243
– – 0.14% 132
2021
Q4 		$303K Buy
+1,243
New +$272K 0.14% 132

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 $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TrueWealth Advisors's ZTS Position: Q4 2024 in Review

TrueWealth Advisors sold out of Zoetis (ZTS) in Q4 2024, closing a stake of 1,197 shares — an estimated $234K sold.

TrueWealth Advisors first reported a position in ZTS in Q4 2021 and held it in 10 quarters. The position peaked at $310K in Q4 2023. 1,875 funds tracked by Wall St. Rank hold ZTS as of Q4 2024.

  • TrueWealth Advisors reported no remaining Zoetis position as of Q4 2024 after selling out during the quarter.
  • TrueWealth Advisors sold 1,197 Zoetis shares in Q4 2024, an estimated $234K.
  • TrueWealth Advisors first reported a position in Zoetis in Q4 2021 and held it in 10 quarters.
  • TrueWealth Advisors's Zoetis position peaked at $310K in Q4 2023.
  • 1,875 funds tracked by Wall St. Rank held Zoetis as of Q4 2024.

Based on TrueWealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.