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Harvest Group Wealth Management’s Avery Dennison AVY Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-6
Closed -$1K – 92
2020
Q4 		$1K Hold
6
– – ﹤0.01% 425
2020
Q3 		$1K Hold
6
– – ﹤0.01% 416
2020
Q2 		$0 Hold
6
– – ﹤0.01% 494
2020
Q1 		$0 Sell
6
-27
-82% -$3.31K ﹤0.01% 521
2019
Q4 		$4K Hold
33
– – ﹤0.01% 407
2019
Q3 		$4K Hold
33
– – ﹤0.01% 448
2019
Q2 		$3K Hold
33
– – ﹤0.01% 432
2019
Q1 		$4K Buy
+33
New +$3.41K ﹤0.01% 412

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's AVY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Avery Dennison (AVY) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AVY in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 626 funds tracked by Wall St. Rank hold AVY as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Avery Dennison position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 Avery Dennison shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Avery Dennison in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Avery Dennison position peaked at $4K in Q4 2019.
  • 626 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.