Walled Lake Planning & Wealth Management’s Zoetis ZTS Stock Holding History

Walled Lake 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
2021 Q4	–	Sell	-300	Closed	-$58K	–	321
2021 Q3	$58K	Buy	300 +1	+0.3%	+$202	0.04%	159
2021 Q2	$56K	Hold	299	–	–	0.04%	150
2021 Q1	$47K	Hold	299	–	–	0.03%	149
2020 Q4	$49K	Hold	299	–	–	0.04%	135
2020 Q3	$49K	Buy	299 +1	+0.3%	+$154	0.04%	125
2020 Q2	$41K	Sell	298 -22	-7%	-$2.87K	0.03%	121
2020 Q1	$38K	Buy	320 +22	+7%	+$2.9K	0.03%	115
2019 Q4	$39K	Buy	+298	New	+$37K	0.03%	129

Other funds holding ZTS

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ZTS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Zoetis (ZTS) in Q4 2021, closing a stake of 300 shares — an estimated $58K sold.

Walled Lake Planning & Wealth Management first reported a position in ZTS in Q4 2019 and held it in 8 quarters. The position peaked at $58K in Q3 2021. 1,673 funds tracked by Wall St. Rank hold ZTS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Zoetis position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 300 Zoetis shares in Q4 2021, an estimated $58K.
Walled Lake Planning & Wealth Management first reported a position in Zoetis in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Zoetis position peaked at $58K in Q3 2021.
1,673 funds tracked by Wall St. Rank held Zoetis as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.