SWA
AVY icon

SOA Wealth Advisors’s Avery Dennison AVY Stock Holding History

SOA Wealth Advisors’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
2023
Q3 		– Sell
-32
Closed -$5.5K – 941
2023
Q2 		$5.5K Hold
32
– – ﹤0.01% 611
2023
Q1 		$5.73K Hold
32
– – ﹤0.01% 598
2022
Q4 		$5.79K Sell
32
-1
-3% -$178 ﹤0.01% 602
2022
Q3 		$5K Hold
33
– – ﹤0.01% 595
2022
Q2 		$5K Sell
33
-16
-33% -$2.73K ﹤0.01% 581
2022
Q1 		$8K Hold
49
– – ﹤0.01% 615
2021
Q4 		$10K Hold
49
– – ﹤0.01% 563
2021
Q3 		$10K Hold
49
– – ﹤0.01% 580
2021
Q2 		$10K Buy
49
+7
+17% +$1.47K ﹤0.01% 570
2021
Q1 		$7K Buy
42
+6
+17% +$1.02K ﹤0.01% 567
2020
Q4 		$6K Buy
+36
New +$5.21K ﹤0.01% 577

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 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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