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WAM
Wealthspire Advisors (Maryland)’s
Avery Dennison
AVY
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-876
Closed
-$99K
–
594
2019
Q1
$99K
Sell
876
-80
-8%
-$8.26K
0.01%
641
2018
Q4
$86K
Sell
956
-37
-4%
-$3.48K
0.01%
653
2018
Q3
$108K
Sell
993
-80
-7%
-$8.6K
0.01%
654
2018
Q2
$110K
Sell
1,073
-354
-25%
-$37.4K
0.01%
670
2018
Q1
$152K
Sell
1,427
-409
-22%
-$47.4K
0.01%
562
2017
Q4
$211K
Buy
1,836
+65
+4%
+$7.03K
0.02%
464
2017
Q3
$174K
Buy
1,771
+59
+3%
+$5.55K
0.02%
520
2017
Q2
$151K
Sell
1,712
-25
-1%
-$2.09K
0.02%
547
2017
Q1
$140K
Buy
1,737
+303
+21%
+$23.5K
0.02%
487
2016
Q4
$101K
Buy
1,434
+28
+2%
+$2.03K
0.02%
575
2016
Q3
$109K
Buy
1,406
+48
+4%
+$3.67K
0.02%
543
2016
Q2
$102K
Buy
1,358
+23
+2%
+$1.71K
0.02%
531
2016
Q1
$96K
Buy
1,335
+22
+2%
+$1.42K
0.02%
527
2015
Q4
$82K
Buy
+1,313
New
+$82.9K
0.02%
580
Other funds holding AVY
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
HA
Homestead Advisers
Arlington, Virginia
$3.72B AUM
24.04%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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