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VisionPoint Advisory Group’s Avery Dennison AVY Stock Holding History

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-373
Closed -$68.4K – 215
2024
Q4 		$68.4K Buy
+373
New +$76.1K 0.02% 262
2024
Q3 		– Sell
-394
Closed -$86.1K – 277
2024
Q2 		$86.1K Buy
394
+61
+18% +$13.5K 0.03% 223
2024
Q1 		$74.3K Buy
333
+127
+62% +$26.3K 0.03% 232
2023
Q4 		$41.6K Buy
+206
New +$38.5K 0.02% 267

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VisionPoint Advisory Group's AVY Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 373 shares — an estimated $68.4K sold.

VisionPoint Advisory Group first reported a position in AVY in Q4 2023 and held it in 4 quarters. The position peaked at $86.1K in Q2 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 373 Avery Dennison shares in Q1 2025, an estimated $68.4K.
  • VisionPoint Advisory Group first reported a position in Avery Dennison in Q4 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's Avery Dennison position peaked at $86.1K in Q2 2024.
  • 773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.