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Coastal Bridge Advisors’s Avery Dennison AVY Stock Holding History

Coastal Bridge 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
2025
Q1 		– Sell
-1,232
Closed -$231K – 273
2024
Q4 		$231K Hold
1,232
– – 0.06% 143
2024
Q3 		$272K Hold
1,232
– – 0.07% 129
2024
Q2 		$269K Buy
+1,232
New +$273K 0.07% 120

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

Coastal Bridge Advisors's AVY Position: Q1 2025 in Review

Coastal Bridge Advisors sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 1,232 shares — an estimated $231K sold.

Coastal Bridge Advisors first reported a position in AVY in Q2 2024 and held it in 3 quarters. The position peaked at $272K in Q3 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • Coastal Bridge Advisors reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 1,232 Avery Dennison shares in Q1 2025, an estimated $231K.
  • Coastal Bridge Advisors first reported a position in Avery Dennison in Q2 2024 and held it in 3 quarters.
  • Coastal Bridge Advisors's Avery Dennison position peaked at $272K in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on Coastal Bridge Advisors's 13F filing for Q1 2025, filed 8 May 2025.