Heck Capital Advisors’s Avery Dennison AVY Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-5	Closed	-$936	–	287
2024 Q4	$936	Buy	+5	New	+$1.02K	﹤0.01%	712

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Heck Capital Advisors's AVY Position: Q1 2025 in Review

Heck Capital Advisors sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 5 shares — an estimated $936 sold.

Heck Capital Advisors first reported a position in AVY in Q4 2024 and held it in 1 quarter. The position peaked at $936 in Q4 2024. 774 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

Heck Capital Advisors reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 Avery Dennison shares in Q1 2025, an estimated $936.
Heck Capital Advisors first reported a position in Avery Dennison in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Avery Dennison position peaked at $936 in Q4 2024.
774 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.