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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return