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Sutton Wealth Advisors’s Avery Dennison AVY Stock Holding History

Sutton 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 		$17K Buy
93
+8
+9% +$1.45K 0.01% 378
2023
Q2 		$14.6K Sell
85
-7
-8% -$1.2K 0.01% 396
2023
Q1 		$16.5K Sell
92
-4
-4% -$727 0.01% 335
2022
Q4 		$17.4K Hold
96
– – 0.01% 754
2022
Q3 		$15.6K Hold
96
– – 0.01% 741
2022
Q2 		$15.5K Buy
96
+4
+4% +$683 0.01% 751
2022
Q1 		$16K Buy
92
+2
+2% +$372 0.01% 791
2021
Q4 		$19.5K Hold
90
– – 0.01% 708
2021
Q3 		$18.6K Buy
90
+1
+1% +$215 0.01% 713
2021
Q2 		$18.7K Hold
89
– – 0.01% 727
2021
Q1 		$16.3K Hold
89
– – 0.01% 733
2020
Q4 		$13.8K Buy
89
+6
+7% +$868 0.01% 716
2020
Q3 		$10.6K Hold
83
– – 0.01% 724
2020
Q2 		$9.47K Buy
83
+4
+5% +$439 0.01% 722
2020
Q1 		$8.05K Hold
79
– – 0.01% 712
2019
Q4 		$10.3K Hold
79
– – 0.01% 814
2019
Q3 		$8.97K Hold
79
– – 0.01% 818
2019
Q2 		$9.14K Hold
79
– – 0.01% 794
2019
Q1 		$8.93K Hold
79
– – 0.01% 808
2018
Q4 		$7.1K Hold
79
– – ﹤0.01% 819
2018
Q3 		$8.56K Hold
79
– – 0.01% 818
2018
Q2 		$8.07K Hold
79
– – 0.01% 869
2018
Q1 		$8.39K Hold
79
– – 0.01% 859
2017
Q4 		$9.07K Hold
79
– – 0.01% 809
2017
Q3 		$7.77K Hold
79
– – 0.01% 813
2017
Q2 		$6.98K Sell
79
-2
-2% -$167 0.01% 823
2017
Q1 		$6.53K Hold
81
– – 0.01% 810
2016
Q4 		$5.69K Hold
81
– – 0.01% 823
2016
Q3 		$6.3K Hold
81
– – 0.01% 777
2016
Q2 		$6.05K Hold
81
– – 0.01% 743
2016
Q1 		$5.84K Buy
+81
New +$5.24K 0.01% 713

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $60.8B 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

Sutton Wealth Advisors's AVY Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Avery Dennison (AVY) stake by 9.4% in Q3 2023, buying an estimated $1.45K and bringing the position to 93 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #378.

Sutton Wealth Advisors first reported a position in AVY in Q1 2016 and has held it in 31 quarters since. The position peaked at $19.5K in Q4 2021. 693 funds tracked by Wall St. Rank hold AVY as of Q3 2023.

  • Sutton Wealth Advisors held 93 shares of Avery Dennison worth $17K as of Q3 2023.
  • Sutton Wealth Advisors bought 8 Avery Dennison shares in Q3 2023, an estimated $1.45K.
  • Avery Dennison made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #378 holding.
  • Sutton Wealth Advisors first reported a position in Avery Dennison in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Avery Dennison position peaked at $19.5K in Q4 2021.
  • 693 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.