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Financial Gravity Companies’s Avery Dennison AVY Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$49K Buy
466
+29
+7% +$3.36K 0.05% 313
2017
Q4 		$54K Buy
+437
New +$47.2K 0.06% 267

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Financial Gravity Companies's AVY Position: Q1 2018 in Review

Financial Gravity Companies increased its Avery Dennison (AVY) stake by 6.6% in Q1 2018, buying an estimated $3.36K and bringing the position to 466 shares worth $49K. The position accounts for 0.05% of the portfolio, ranked #313.

Financial Gravity Companies first reported a position in AVY in Q4 2017 and has held it in 2 quarters since. The position peaked at $54K in Q4 2017. 595 funds tracked by Wall St. Rank hold AVY as of Q1 2018.

  • Financial Gravity Companies held 466 shares of Avery Dennison worth $49K as of Q1 2018.
  • Financial Gravity Companies bought 29 Avery Dennison shares in Q1 2018, an estimated $3.36K.
  • Avery Dennison made up 0.05% of Financial Gravity Companies's portfolio in Q1 2018, its #313 holding.
  • Financial Gravity Companies first reported a position in Avery Dennison in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Avery Dennison position peaked at $54K in Q4 2017.
  • 595 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.