Lenox Wealth Advisors’s Avery Dennison AVY Stock Holding History

Lenox Wealth 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
2019 Q2	–	Sell	-49	Closed	-$6K	–	420
2019 Q1	$6K	Buy	+49	New	+$5.06K	﹤0.01%	322

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 Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return

Lenox Wealth Advisors's AVY Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Avery Dennison (AVY) in Q2 2019, closing a stake of 49 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in AVY in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 535 funds tracked by Wall St. Rank hold AVY as of Q2 2019.

Lenox Wealth Advisors reported no remaining Avery Dennison position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 49 Avery Dennison shares in Q2 2019, an estimated $6K.
Lenox Wealth Advisors first reported a position in Avery Dennison in Q1 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Avery Dennison position peaked at $6K in Q1 2019.
535 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.