EW
AVY icon

Evoke Wealth’s Avery Dennison AVY Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-11
Closed -$2K – 424
2022
Q3 		$2K Hold
11
– – ﹤0.01% 1011
2022
Q2 		$2K Hold
11
– – ﹤0.01% 1022
2022
Q1 		$2K Buy
11
+7
+175% +$1.3K ﹤0.01% 1021
2021
Q4 		$1K Hold
4
– – ﹤0.01% 1103
2021
Q3 		$0 Hold
4
– – ﹤0.01% 1143
2021
Q2 		$1K Hold
4
– – ﹤0.01% 1098
2021
Q1 		$1K Hold
4
– – ﹤0.01% 1088
2020
Q4 		$1K Hold
4
– – ﹤0.01% 939
2020
Q3 		$1K Sell
4
-11
-73% -$1.3K ﹤0.01% 905
2020
Q2 		$2K Hold
15
– – ﹤0.01% 839
2020
Q1 		$1.56K Sell
15
-20
-57% -$2.45K ﹤0.01% 848
2019
Q4 		$4.61K Hold
35
– – ﹤0.01% 929
2019
Q3 		$3.99K Buy
+35
New +$3.99K ﹤0.01% 1057

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $60.7B AUM 22.47% 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 $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return