TRUE Private Wealth Advisors’s Avery Dennison AVY Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-351	Closed	-$54K	–	268
2020 Q4	$54K	Hold	351	–	–	0.01%	346
2020 Q3	$44K	Hold	351	–	–	0.01%	340
2020 Q2	$40K	Hold	351	–	–	0.01%	339
2020 Q1	$35K	Hold	351	–	–	0.01%	318
2019 Q4	$46K	Buy	+351	New	+$44.3K	0.01%	379
2019 Q3	–	Sell	-351	Closed	-$40K	–	249
2019 Q2	$40K	Buy	+351	New	+$38.4K	0.01%	371
2018 Q4	–	Sell	-385	Closed	-$41.7K	–	284
2018 Q3	$41.7K	Buy	+385	New	+$41.4K	0.01%	484

Other funds holding AVY

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's AVY Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Avery Dennison (AVY) in Q1 2021, closing a stake of 351 shares — an estimated $54K sold.

TRUE Private Wealth Advisors first reported a position in AVY in Q3 2018 and held it in 7 quarters. The position peaked at $54K in Q4 2020. 626 funds tracked by Wall St. Rank hold AVY as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Avery Dennison position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 351 Avery Dennison shares in Q1 2021, an estimated $54K.
TRUE Private Wealth Advisors first reported a position in Avery Dennison in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Avery Dennison position peaked at $54K in Q4 2020.
626 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.