MWM
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Mascoma Wealth Management’s Avery Dennison AVY Stock Holding History

Mascoma 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
2024
Q1 		– Sell
-18
Closed -$3.64K – 454
2023
Q4 		$3.64K Sell
18
-39
-68% -$7.29K ﹤0.01% 418
2023
Q3 		$10.4K Buy
57
+39
+217% +$7.06K ﹤0.01% 325
2023
Q2 		$3.32K Hold
18
– – ﹤0.01% 425
2023
Q1 		$3.14K Hold
18
– – ﹤0.01% 524
2022
Q4 		$3.26K Sell
18
-244
-93% -$43.5K ﹤0.01% 537
2022
Q3 		$43K Sell
262
-60
-19% -$10.9K 0.01% 242
2022
Q2 		$52K Sell
322
-24
-7% -$4.1K 0.02% 234
2022
Q1 		$60K Buy
346
+130
+60% +$24.2K 0.02% 238
2021
Q4 		$47K Buy
+216
New +$46.2K 0.02% 226

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B 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