YWP
AVY icon

YorkBridge Wealth Partners’s Avery Dennison AVY Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$256K Buy
+1,416
New +$252K 0.07% 216
2019
Q3 		– Sell
-1,797
Closed -$208K – 204
2019
Q2 		$208K Buy
1,797
+204
+13% +$22.3K 0.09% 170
2019
Q1 		$180K Buy
1,593
+462
+41% +$47.7K 0.08% 174
2018
Q4 		$102K Buy
1,131
+2
+0.2% +$188 0.05% 242
2018
Q3 		$123K Sell
1,129
-8
-0.7% -$860 0.06% 249
2018
Q2 		$116K Buy
1,137
+43
+4% +$4.55K 0.05% 267
2018
Q1 		$115K Buy
1,094
+64
+6% +$7.41K 0.05% 272
2017
Q4 		$117K Sell
1,030
-48
-4% -$5.19K 0.06% 257
2017
Q3 		$106K Sell
1,078
-40
-4% -$3.76K 0.06% 265
2017
Q2 		$99K Buy
1,118
+94
+9% +$7.87K 0.05% 273
2017
Q1 		$85K Buy
+1,024
New +$79.5K 0.04% 301

Other funds holding AVY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 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 $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return