Wealthcare Advisory Partners’s Avery Dennison AVY Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-157	Closed	-$29K	–	649
2021 Q1	$29K	Buy	+157	New	+$26.8K	﹤0.01%	1070
2020 Q2	–	Sell	-137	Closed	-$14K	–	390
2020 Q1	$14K	Hold	137	–	–	﹤0.01%	814
2019 Q4	$18K	Buy	137 +1	+0.7%	+$126	﹤0.01%	782
2019 Q3	$15K	Hold	136	–	–	﹤0.01%	818
2019 Q2	$16K	Sell	136 -151	-53%	-$16.5K	﹤0.01%	772
2019 Q1	$32K	Buy	287 +1	+0.3%	+$103	0.01%	555
2018 Q4	$26K	Buy	286 +136	+91%	+$12.8K	0.01%	573
2018 Q3	$16K	Buy	+150	New	+$16.1K	﹤0.01%	729
2018 Q1	–	Sell	-3	Closed	–	–	1081
2017 Q4	$0	Hold	3	–	–	﹤0.01%	1076
2017 Q3	$0	Buy	+3	New	+$282	﹤0.01%	880

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

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

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

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

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

Wealthcare Advisory Partners's AVY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Avery Dennison (AVY) in Q2 2021, closing a stake of 157 shares — an estimated $29K sold.

Wealthcare Advisory Partners first reported a position in AVY in Q3 2017 and held it in 10 quarters. The position peaked at $32K in Q1 2019. 698 funds tracked by Wall St. Rank hold AVY as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Avery Dennison position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 157 Avery Dennison shares in Q2 2021, an estimated $29K.
Wealthcare Advisory Partners first reported a position in Avery Dennison in Q3 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's Avery Dennison position peaked at $32K in Q1 2019.
698 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.