IW
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Imprint Wealth’s Avery Dennison AVY Stock Holding History

Imprint Wealth’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
Q1 		$240K Buy
+1,074
New +$223K 0.06% 258

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Imprint Wealth's AVY Position: Q1 2024 in Review

Imprint Wealth opened a new position in Avery Dennison (AVY) in Q1 2024: 1,074 shares worth $240K. The stake represents 0.06% of the portfolio and ranks #258 among its holdings.

774 funds tracked by Wall St. Rank hold AVY as of Q1 2024.

  • Imprint Wealth held 1,074 shares of Avery Dennison worth $240K as of Q1 2024.
  • Avery Dennison was a new Imprint Wealth position in Q1 2024.
  • Avery Dennison made up 0.06% of Imprint Wealth's portfolio in Q1 2024, its #258 holding.
  • 774 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.