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Householder Group Estate & Retirement Specialist’s Avery Dennison AVY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-4
Closed -$893 – 1191
2024
Q1 		$893 Hold
4
– – ﹤0.01% 1120
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1126
2023
Q3 		$731 Buy
+4
New +$724 ﹤0.01% 1167
2023
Q1 		$1K Hold
4
– – ﹤0.01% 1124
2022
Q4 		$0 Buy
+4
New +$713 ﹤0.01% 387

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AVY Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Avery Dennison (AVY) in Q2 2024, closing a stake of 4 shares — an estimated $893 sold.

Householder Group Estate & Retirement Specialist first reported a position in AVY in Q4 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2023. 795 funds tracked by Wall St. Rank hold AVY as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Avery Dennison position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4 Avery Dennison shares in Q2 2024, an estimated $893.
  • Householder Group Estate & Retirement Specialist first reported a position in Avery Dennison in Q4 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Avery Dennison position peaked at $1K in Q1 2023.
  • 795 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.