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YorkBridge Wealth Partners’s Zoetis ZTS Stock Holding History

YorkBridge 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
2022
Q4 		$2.56M Sell
17,454
-3,237
-16% -$479K 0.65% 43
2022
Q3 		$3.07M Buy
20,691
+454
+2% +$75.9K 0.79% 29
2022
Q2 		$3.48M Sell
20,237
-4,724
-19% -$817K 0.91% 24
2022
Q1 		$4.71M Sell
24,961
-2,897
-10% -$573K 1.03% 22
2021
Q4 		$6.8M Buy
27,858
+636
+2% +$139K 1.52% 15
2021
Q3 		$5.29M Sell
27,222
-2,686
-9% -$542K 1.33% 18
2021
Q2 		$5.57M Buy
29,908
+203
+0.7% +$35.3K 1.46% 15
2021
Q1 		$4.68M Buy
29,705
+790
+3% +$125K 1.38% 15
2020
Q4 		$4.79M Buy
28,915
+1,429
+5% +$232K 1.6% 14
2020
Q3 		$4.54M Buy
27,486
+3,127
+13% +$481K 1.91% 12
2020
Q2 		$3.34M Buy
24,359
+2,796
+13% +$365K 1.53% 15
2020
Q1 		$2.54M Sell
21,563
-2,870
-12% -$378K 1.56% 13
2019
Q4 		$3.23M Buy
24,433
+1,021
+4% +$127K 1.48% 11
2019
Q3 		$2.92M Buy
23,412
+1,063
+5% +$128K 1.47% 13
2019
Q2 		$2.54M Sell
22,349
-47
-0.2% -$4.92K 1.13% 19
2019
Q1 		$2.25M Buy
22,396
+885
+4% +$80.4K 1.04% 21
2018
Q4 		$1.84M Sell
21,511
-11
-0.1% -$991 0.97% 23
2018
Q3 		$1.97M Buy
21,522
+627
+3% +$55.6K 0.9% 25
2018
Q2 		$1.78M Buy
20,895
+2,211
+12% +$187K 0.78% 27
2018
Q1 		$1.57M Buy
18,684
+1,321
+8% +$104K 0.72% 34
2017
Q4 		$1.28M Buy
17,363
+13,330
+331% +$916K 0.62% 42
2017
Q3 		$257K Sell
4,033
-34
-0.8% -$2.13K 0.13% 150
2017
Q2 		$255K Sell
4,067
-374
-8% -$22.1K 0.14% 150
2017
Q1 		$251K Buy
4,441
+948
+27% +$51.2K 0.13% 145
2016
Q4 		$175K Buy
+3,493
New +$178K 0.1% 167

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's ZTS Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Zoetis (ZTS) stake by 16% in Q4 2022, selling an estimated $479K and leaving 17,454 shares worth $2.56M. The position accounts for 0.65% of the portfolio, ranked #43.

YorkBridge Wealth Partners first reported a position in ZTS in Q4 2016 and has held it in 25 quarters since. The position peaked at $6.8M in Q4 2021. 1,520 funds tracked by Wall St. Rank hold ZTS as of Q4 2022.

  • YorkBridge Wealth Partners held 17,454 shares of Zoetis worth $2.56M as of Q4 2022.
  • YorkBridge Wealth Partners sold 3,237 Zoetis shares in Q4 2022, an estimated $479K.
  • Zoetis made up 0.65% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #43 holding.
  • YorkBridge Wealth Partners first reported a position in Zoetis in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Zoetis position peaked at $6.8M in Q4 2021.
  • 1,520 funds tracked by Wall St. Rank held Zoetis as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.