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Colton Groome Financial Advisors’s Avery Dennison AVY Stock Holding History

Colton Groome Financial 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
-3,145
Closed -$589K – 125
2024
Q4 		$589K Buy
3,145
+20
+0.6% +$4.08K 0.23% 63
2024
Q3 		$690K Sell
3,125
-40
-1% -$8.64K 0.26% 57
2024
Q2 		$692K Sell
3,165
-10
-0.3% -$2.22K 0.27% 54
2024
Q1 		$709K Buy
3,175
+5
+0.2% +$1.04K 0.28% 54
2023
Q4 		$641K Buy
3,170
+875
+38% +$163K 0.28% 60
2023
Q3 		$419K Buy
+2,295
New +$416K 0.21% 75

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

Colton Groome Financial Advisors's AVY Position: Q1 2025 in Review

Colton Groome Financial Advisors sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 3,145 shares — an estimated $589K sold.

Colton Groome Financial Advisors first reported a position in AVY in Q3 2023 and held it in 6 quarters. The position peaked at $709K in Q1 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • Colton Groome Financial Advisors reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 3,145 Avery Dennison shares in Q1 2025, an estimated $589K.
  • Colton Groome Financial Advisors first reported a position in Avery Dennison in Q3 2023 and held it in 6 quarters.
  • Colton Groome Financial Advisors's Avery Dennison position peaked at $709K in Q1 2024.
  • 773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.