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Seed Wealth Management’s Avery Dennison AVY Stock Holding History

Seed 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
Q4 		– Sell
-1,020
Closed -$225K – 150
2024
Q3 		$225K Hold
1,020
– – 0.18% 141
2024
Q2 		$223K Hold
1,020
– – 0.19% 132
2024
Q1 		$228K Hold
1,020
– – 0.22% 126
2023
Q4 		$204K Buy
+1,020
New +$191K 0.21% 138

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Seed Wealth Management's AVY Position: Q4 2024 in Review

Seed Wealth Management sold out of Avery Dennison (AVY) in Q4 2024, closing a stake of 1,020 shares — an estimated $225K sold.

Seed Wealth Management first reported a position in AVY in Q4 2023 and held it in 4 quarters. The position peaked at $228K in Q1 2024. 797 funds tracked by Wall St. Rank hold AVY as of Q4 2024.

  • Seed Wealth Management reported no remaining Avery Dennison position as of Q4 2024 after selling out during the quarter.
  • Seed Wealth Management sold 1,020 Avery Dennison shares in Q4 2024, an estimated $225K.
  • Seed Wealth Management first reported a position in Avery Dennison in Q4 2023 and held it in 4 quarters.
  • Seed Wealth Management's Avery Dennison position peaked at $228K in Q1 2024.
  • 797 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2024.

Based on Seed Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.