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180 Wealth Advisors’s Avery Dennison AVY Stock Holding History

180 Wealth Advisors’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,212
Closed -$1.91M – 416
2024
Q4 		$1.91M Buy
10,212
+850
+9% +$173K 0.3% 82
2024
Q3 		$2.07M Buy
9,362
+248
+3% +$53.5K 0.33% 77
2024
Q2 		$1.99M Buy
9,114
+547
+6% +$121K 0.32% 77
2024
Q1 		$1.91M Buy
8,567
+431
+5% +$89.4K 0.34% 77
2023
Q4 		$1.62M Buy
+8,136
New +$1.52M 0.33% 84

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

180 Wealth Advisors's AVY Position: Q1 2025 in Review

180 Wealth Advisors sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 10,212 shares — an estimated $1.91M sold.

180 Wealth Advisors first reported a position in AVY in Q4 2023 and held it in 5 quarters. The position peaked at $2.07M in Q3 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • 180 Wealth Advisors reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 10,212 Avery Dennison shares in Q1 2025, an estimated $1.91M.
  • 180 Wealth Advisors first reported a position in Avery Dennison in Q4 2023 and held it in 5 quarters.
  • 180 Wealth Advisors's Avery Dennison position peaked at $2.07M in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on 180 Wealth Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.