AWM
AVY icon

Abound Wealth Management’s Avery Dennison AVY Stock Holding History

Abound Wealth Management’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
-25
Closed -$4.68K – 1276
2024
Q4 		$4.68K Hold
25
– – ﹤0.01% 543
2024
Q3 		$5.52K Hold
25
– – ﹤0.01% 527
2024
Q2 		$5.47K Hold
25
– – ﹤0.01% 481
2024
Q1 		$5.58K Hold
25
– – ﹤0.01% 492
2023
Q4 		$5.05K Hold
25
– – ﹤0.01% 502
2023
Q3 		$4.57K Sell
25
-2
-7% -$362 ﹤0.01% 486
2023
Q2 		$4.64K Buy
27
+2
+8% +$342 ﹤0.01% 499
2023
Q1 		$4.47K Buy
25
+21
+525% +$3.81K ﹤0.01% 435
2022
Q4 		$724 Hold
4
– – ﹤0.01% 637
2022
Q3 		$651 Buy
+4
New +$726 ﹤0.01% 644

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