CWC
AVY icon

Carolinas Wealth Consulting’s Avery Dennison AVY Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-3
Closed -$534 – 73
2025
Q1 		$534 Buy
+3
New +$552 ﹤0.01% 963
2024
Q2 		– Sell
-1
Closed -$223 – 1043
2024
Q1 		$223 Buy
+1
New +$207 ﹤0.01% 1018
2022
Q1 		– Sell
-16
Closed -$3K – 913
2021
Q4 		$3K Hold
16
– – ﹤0.01% 762
2021
Q3 		$3K Sell
16
-1
-6% -$215 ﹤0.01% 727
2021
Q2 		$4K Hold
17
– – ﹤0.01% 715
2021
Q1 		$3K Buy
+17
New +$2.9K ﹤0.01% 758

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return