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Lake Point Wealth Management’s Avery Dennison AVY Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-93
Closed -$8K – 677
2018
Q4 		$8K Buy
+93
New +$8.75K ﹤0.01% 494

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Point Wealth Management's AVY Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Avery Dennison (AVY) in Q1 2019, closing a stake of 93 shares — an estimated $8K sold.

Lake Point Wealth Management first reported a position in AVY in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 566 funds tracked by Wall St. Rank hold AVY as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Avery Dennison position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 93 Avery Dennison shares in Q1 2019, an estimated $8K.
  • Lake Point Wealth Management first reported a position in Avery Dennison in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Avery Dennison position peaked at $8K in Q4 2018.
  • 566 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.