SIAS
AVY icon

Shine Investment Advisory Services’s Avery Dennison AVY Stock Holding History

Shine Investment Advisory Services’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
-93
Closed -$11K – 690
2019
Q1 		$11K Sell
93
-141
-60% -$14.6K 0.01% 534
2018
Q4 		$21K Hold
234
– – 0.01% 432
2018
Q3 		$25K Hold
234
– – 0.01% 417
2018
Q2 		$24K Hold
234
– – 0.01% 428
2018
Q1 		$25K Sell
234
-67
-22% -$7.76K 0.01% 425
2017
Q4 		$35K Hold
301
– – 0.02% 365
2017
Q3 		$30K Hold
301
– – 0.02% 383
2017
Q2 		$27K Buy
+301
New +$25.2K 0.01% 386

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return