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Peterson Financial Group’s Avery Dennison AVY Stock Holding History

Peterson Financial Group’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
Q3 		$39K Buy
+177
New +$38.2K 0.15% 109

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peterson Financial Group's AVY Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Avery Dennison (AVY) in Q3 2024: 177 shares worth $39K. The stake represents 0.15% of the portfolio and ranks #109 among its holdings.

804 funds tracked by Wall St. Rank hold AVY as of Q3 2024.

  • Peterson Financial Group held 177 shares of Avery Dennison worth $39K as of Q3 2024.
  • Avery Dennison was a new Peterson Financial Group position in Q3 2024.
  • Avery Dennison made up 0.15% of Peterson Financial Group's portfolio in Q3 2024, its #109 holding.
  • 804 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.