Castle Financial & Retirement Planning Associates’s Avery Dennison AVY Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$2K	Buy	+9	New	+$1.93K	0.01%	159

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's AVY Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Avery Dennison (AVY) in Q4 2021: 9 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings.

720 funds tracked by Wall St. Rank hold AVY as of Q4 2021.

Castle Financial & Retirement Planning Associates held 9 shares of Avery Dennison worth $2K as of Q4 2021.
Avery Dennison was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Avery Dennison made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #159 holding.
720 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.