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Dixon Hughes Goodman Wealth Advisors’s Avery Dennison AVY Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$31K Buy
181
+1
+0.6% +$186 0.01% 371
2021
Q4 		$39K Buy
+180
New +$38.5K 0.01% 283

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's AVY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Avery Dennison (AVY) stake by 0.56% in Q1 2022, buying an estimated $186 and bringing the position to 181 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #371.

Dixon Hughes Goodman Wealth Advisors first reported a position in AVY in Q4 2021 and has held it in 2 quarters since. The position peaked at $39K in Q4 2021. 677 funds tracked by Wall St. Rank hold AVY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 181 shares of Avery Dennison worth $31K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1 Avery Dennison share in Q1 2022, an estimated $186.
  • Avery Dennison made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #371 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Avery Dennison in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Avery Dennison position peaked at $39K in Q4 2021.
  • 677 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.