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Wealthspire Advisors (Maryland)’s Zoetis ZTS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$3.24M Buy
19,587
+13,327
+213% +$2.05M 0.11% 88
2020
Q2 		$858K Buy
6,260
+1,473
+31% +$192K 0.06% 179
2020
Q1 		$563K Buy
4,787
+502
+12% +$66.1K 0.05% 214
2019
Q4 		$567K Buy
4,285
+813
+23% +$101K 0.04% 258
2019
Q3 		$433K Buy
3,472
+239
+7% +$28.8K 0.03% 279
2019
Q2 		$367K Buy
3,233
+69
+2% +$7.23K 0.03% 308
2019
Q1 		$319K Buy
3,164
+115
+4% +$10.4K 0.02% 339
2018
Q4 		$261K Sell
3,049
-70
-2% -$6.3K 0.02% 350
2018
Q3 		$286K Buy
3,119
+6
+0.2% +$532 0.02% 378
2018
Q2 		$265K Sell
3,113
-39
-1% -$3.29K 0.02% 393
2018
Q1 		$263K Buy
3,152
+243
+8% +$19.1K 0.02% 395
2017
Q4 		$210K Buy
2,909
+18
+0.6% +$1.24K 0.02% 472
2017
Q3 		$184K Buy
2,891
+102
+4% +$6.39K 0.02% 503
2017
Q2 		$174K Buy
2,789
+219
+9% +$12.9K 0.02% 502
2017
Q1 		$137K Buy
2,570
+336
+15% +$18.2K 0.02% 494
2016
Q4 		$120K Sell
2,234
-1,091
-33% -$55.5K 0.02% 523
2016
Q3 		$173K Sell
3,325
-106
-3% -$5.37K 0.03% 419
2016
Q2 		$163K Buy
3,431
+837
+32% +$39.5K 0.03% 419
2016
Q1 		$115K Sell
2,594
-1,369
-35% -$58.1K 0.02% 493
2015
Q4 		$190K Buy
+3,963
New +$179K 0.04% 370

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wealthspire Advisors (Maryland)'s ZTS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Zoetis (ZTS) stake by 213% in Q3 2020, buying an estimated $2.05M and bringing the position to 19,587 shares worth $3.24M. The position accounts for 0.11% of the portfolio, ranked #88.

Wealthspire Advisors (Maryland) first reported a position in ZTS in Q4 2015 and has held it in 20 quarters since. 1,308 funds tracked by Wall St. Rank hold ZTS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 19,587 shares of Zoetis worth $3.24M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 13,327 Zoetis shares in Q3 2020, an estimated $2.05M.
  • Zoetis made up 0.11% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #88 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Zoetis in Q4 2015 and has held it in 20 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Zoetis as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.