Toth Financial Advisory’s Avery Dennison AVY Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-26	Closed	-$4.75K	–	729
2023 Q3	$4.75K	Buy	+26	New	+$4.71K	﹤0.01%	539

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Toth Financial Advisory's AVY Position: Q4 2023 in Review

Toth Financial Advisory sold out of Avery Dennison (AVY) in Q4 2023, closing a stake of 26 shares — an estimated $4.75K sold.

Toth Financial Advisory first reported a position in AVY in Q3 2023 and held it in 1 quarter. The position peaked at $4.75K in Q3 2023. 733 funds tracked by Wall St. Rank hold AVY as of Q4 2023.

Toth Financial Advisory reported no remaining Avery Dennison position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 26 Avery Dennison shares in Q4 2023, an estimated $4.75K.
Toth Financial Advisory first reported a position in Avery Dennison in Q3 2023 and held it in 1 quarter.
Toth Financial Advisory's Avery Dennison position peaked at $4.75K in Q3 2023.
733 funds tracked by Wall St. Rank held Avery Dennison as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.