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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Abound Wealth Management's AVY Position: Q1 2025 in Review

Abound Wealth Management sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 25 shares — an estimated $4.68K sold.

Abound Wealth Management first reported a position in AVY in Q3 2022 and held it in 10 quarters. The position peaked at $5.58K in Q1 2024. 775 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • Abound Wealth Management reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 25 Avery Dennison shares in Q1 2025, an estimated $4.68K.
  • Abound Wealth Management first reported a position in Avery Dennison in Q3 2022 and held it in 10 quarters.
  • Abound Wealth Management's Avery Dennison position peaked at $5.58K in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.