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Tyler-Stone Wealth Management’s Avery Dennison AVY Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-61
Closed -$13.3K – 351
2024
Q2 		$13.3K Hold
61
– – 0.01% 607
2024
Q1 		$13.6K Hold
61
– – 0.01% 598
2023
Q4 		$12.3K Hold
61
– – 0.01% 602
2023
Q3 		$11K Hold
61
– – 0.01% 579
2023
Q2 		$10K Buy
+61
New +$10.4K 0.01% 603
2022
Q4 		$4K Hold
22
– – ﹤0.01% 673
2022
Q3 		$4K Sell
22
-1
-4% -$181 ﹤0.01% 660
2022
Q2 		$4K Hold
23
– – ﹤0.01% 684
2022
Q1 		$4K Hold
23
– – ﹤0.01% 686
2021
Q4 		$5K Buy
+23
New +$4.92K ﹤0.01% 691

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tyler-Stone Wealth Management's AVY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Avery Dennison (AVY) in Q3 2024, closing a stake of 61 shares — an estimated $13.3K sold.

Tyler-Stone Wealth Management first reported a position in AVY in Q4 2021 and held it in 10 quarters. The position peaked at $13.6K in Q1 2024. 804 funds tracked by Wall St. Rank hold AVY as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Avery Dennison position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 61 Avery Dennison shares in Q3 2024, an estimated $13.3K.
  • Tyler-Stone Wealth Management first reported a position in Avery Dennison in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Avery Dennison position peaked at $13.6K in Q1 2024.
  • 804 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.