SkyOak Wealth’s Avery Dennison AVY Stock Holding History

SkyOak Wealth’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	-1,370	Closed	-$256K	–	248
2024 Q4	$256K	Buy	1,370 +33	+2%	+$6.73K	0.05%	209
2024 Q3	$295K	Sell	1,337 -61	-4%	-$13.2K	0.07%	172
2024 Q2	$306K	Buy	+1,398	New	+$310K	0.07%	172

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SkyOak Wealth's AVY Position: Q1 2025 in Review

SkyOak Wealth sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 1,370 shares — an estimated $256K sold.

SkyOak Wealth first reported a position in AVY in Q2 2024 and held it in 3 quarters. The position peaked at $306K in Q2 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

SkyOak Wealth reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
SkyOak Wealth sold 1,370 Avery Dennison shares in Q1 2025, an estimated $256K.
SkyOak Wealth first reported a position in Avery Dennison in Q2 2024 and held it in 3 quarters.
SkyOak Wealth's Avery Dennison position peaked at $306K in Q2 2024.
773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.