Wingate Wealth Advisors’s Avery Dennison AVY Stock Holding History

Wingate Wealth Advisors’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	-1,006	Closed	-$188K	–	120
2024 Q4	$188K	Buy	+1,006	New	+$205K	0.18%	101

Other funds holding AVY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wingate Wealth Advisors's AVY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Avery Dennison (AVY) in Q1 2025, closing a stake of 1,006 shares — an estimated $188K sold.

Wingate Wealth Advisors first reported a position in AVY in Q4 2024 and held it in 1 quarter. The position peaked at $188K in Q4 2024. 773 funds tracked by Wall St. Rank hold AVY as of Q1 2025.

Wingate Wealth Advisors reported no remaining Avery Dennison position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,006 Avery Dennison shares in Q1 2025, an estimated $188K.
Wingate Wealth Advisors first reported a position in Avery Dennison in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Avery Dennison position peaked at $188K in Q4 2024.
773 funds tracked by Wall St. Rank held Avery Dennison as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.