Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Avery Dennison AVY Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-8
Closed -$1.46K – 65
2023
Q3 		$1.46K Buy
+8
New +$1.45K ﹤0.01% 489

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Lazard Asset Management
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Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Legacy Financial Group (Iowa)'s AVY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Avery Dennison (AVY) in Q4 2023, closing a stake of 8 shares — an estimated $1.46K sold.

Legacy Financial Group (Iowa) first reported a position in AVY in Q3 2023 and held it in 1 quarter. The position peaked at $1.46K in Q3 2023. 733 funds tracked by Wall St. Rank hold AVY as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Avery Dennison position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 8 Avery Dennison shares in Q4 2023, an estimated $1.46K.
  • Legacy Financial Group (Iowa) first reported a position in Avery Dennison in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Avery Dennison position peaked at $1.46K in Q3 2023.
  • 733 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.