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Guardian Wealth Advisors (North Carolina)’s Avery Dennison AVY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-1,170
Closed -$253K – 250
2021
Q4 		$253K Buy
+1,170
New +$250K 0.11% 132

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s AVY Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Avery Dennison (AVY) in Q1 2022, closing a stake of 1,170 shares — an estimated $253K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in AVY in Q4 2021 and held it in 1 quarter. The position peaked at $253K in Q4 2021. 678 funds tracked by Wall St. Rank hold AVY as of Q1 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Avery Dennison position as of Q1 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,170 Avery Dennison shares in Q1 2022, an estimated $253K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Avery Dennison in Q4 2021 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Avery Dennison position peaked at $253K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.