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RMR Wealth Builders’s Avery Dennison AVY Stock Holding History

RMR Wealth Builders’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
2025
Q1 		– Sell
-1,097
Closed -$205K – 260
2024
Q4 		$205K Buy
1,097
+59
+6% +$12K 0.02% 250
2024
Q3 		$229K Hold
1,038
– – 0.02% 238
2024
Q2 		$227K Sell
1,038
-15
-1% -$3.33K 0.03% 231
2024
Q1 		$235K Buy
+1,053
New +$218K 0.03% 233
2021
Q2 		– Sell
-950
Closed -$174K – 218
2021
Q1 		$174K Buy
950
+505
+113% +$86.2K 0.05% 211
2020
Q4 		$69K Buy
+445
New +$64.4K 0.03% 231
2020
Q3 		– Sell
-445
Closed -$51K – 245
2020
Q2 		$51K Buy
+445
New +$48.9K 0.05% 219

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RMR Wealth Builders's AVY Position: Q1 2025 in Review

RMR Wealth Builders sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 1,097 shares — an estimated $205K sold.

RMR Wealth Builders first reported a position in AVY in Q2 2020 and held it in 7 quarters. The position peaked at $235K in Q1 2024. 775 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • RMR Wealth Builders reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 1,097 Avery Dennison shares in Q1 2025, an estimated $205K.
  • RMR Wealth Builders first reported a position in Avery Dennison in Q2 2020 and held it in 7 quarters.
  • RMR Wealth Builders's Avery Dennison position peaked at $235K in Q1 2024.
  • 775 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on RMR Wealth Builders's 13F filing for Q1 2025, filed 16 Apr 2025.