WealthPLAN Partners’s Zoetis ZTS Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-275	Closed	-$47.4K	–	1219
2023 Q2	$47.4K	Buy	+275	New	+$47.5K	0.01%	521
2021 Q4	–	Sell	-1,032	Closed	-$233K	–	398
2021 Q3	$233K	Buy	+1,032	New	+$208K	0.02%	345
2019 Q2	–	Sell	-4,162	Closed	-$424K	–	279
2019 Q1	$424K	Buy	4,162 +268	+7%	+$24.3K	0.07%	173
2018 Q4	$371K	Buy	3,894 +233	+6%	+$21K	0.06%	175
2018 Q3	$324K	Buy	3,661 +611	+20%	+$54.2K	0.06%	183
2018 Q2	$260K	Buy	3,050 +509	+20%	+$43K	0.05%	205
2018 Q1	$212K	Buy	+2,541	New	+$200K	0.05%	247
2017 Q2	–	Sell	-3,823	Closed	-$201K	–	441
2017 Q1	$201K	Buy	+3,823	New	+$207K	0.7%	29
2016 Q3	$687K	Sell	13,131 -14,361	-52%	-$727K	0.22%	67
2016 Q2	$624K	Buy	+27,492	New	+$1.3M	0.08%	161
2015 Q4	$569K	Buy	+35,571	New	+$1.61M	0.09%	146
2015 Q2	$551K	Buy	11,437 +1,261	+12%	+$60.2K	0.24%	57
2015 Q1	$472K	Buy	+10,176	New	+$459K	0.22%	74

Other funds holding ZTS

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

BlackRock New York $5.7T 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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America

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

T. Rowe Price Associates

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