BDO Wealth Advisors’s Avery Dennison AVY Stock Holding History

BDO 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
2023 Q2	$974K	Buy	5,669 +40	+0.7%	+$6.84K	0.11%	133
2023 Q1	$1.01M	Hold	5,629	–	–	0.12%	125
2022 Q4	$1.02M	Hold	5,629	–	–	0.13%	130
2022 Q3	$916K	Hold	5,629	–	–	0.12%	128
2022 Q2	$911K	Hold	5,629	–	–	0.11%	130
2022 Q1	$979K	Hold	5,629	–	–	0.1%	135
2021 Q4	$1.22M	Hold	5,629	–	–	0.13%	125
2021 Q3	$1.17M	Hold	5,629	–	–	0.13%	120
2021 Q2	$1.18M	Hold	5,629	–	–	0.13%	121
2021 Q1	$1.03M	Hold	5,629	–	–	0.12%	126
2020 Q4	$873K	Hold	5,629	–	–	0.12%	115
2020 Q3	$720K	Sell	5,629 -17	-0.3%	-$2.01K	0.12%	115
2020 Q2	$644K	Hold	5,646	–	–	0.11%	117
2020 Q1	$575K	Buy	+5,646	New	+$692K	0.12%	115

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BDO Wealth Advisors's AVY Position: Q2 2023 in Review

BDO Wealth Advisors increased its Avery Dennison (AVY) stake by 0.71% in Q2 2023, buying an estimated $6.84K and bringing the position to 5,669 shares worth $974K. The position accounts for 0.11% of the portfolio, ranked #133.

BDO Wealth Advisors first reported a position in AVY in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2021. 668 funds tracked by Wall St. Rank hold AVY as of Q2 2023.

BDO Wealth Advisors held 5,669 shares of Avery Dennison worth $974K as of Q2 2023.
BDO Wealth Advisors bought 40 Avery Dennison shares in Q2 2023, an estimated $6.84K.
Avery Dennison made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #133 holding.
BDO Wealth Advisors first reported a position in Avery Dennison in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Avery Dennison position peaked at $1.22M in Q4 2021.
668 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.