SEC 13F Intelligence

Systm Wealth Solutions LLC / AVY

Systm Wealth Solutions LLC’s Avery Dennison Corp Position

Does Systm Wealth Solutions LLC own Avery Dennison Corp (AVY)? Yes — 495 shares worth $109,277 (+3.32% of its 13F portfolio) as of Q3 2024, down from 30.5K shares the prior filed quarter.

Position Value
$109,277
Q3 2024
Shares
495
% of Portfolio
+3.32%
Quarters Held
8
currently held

Position History AVY

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $5MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $7MQ2 ’24Q3 ’24: $109,277Q3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024495$109,277+3.32%
Q2 202430.5K$7M+1.49%
Q1 202430.1K$7M+0.85%
Q4 202323.4K$5M+0.65%
Q3 202322.8K$4M+0.64%
Q2 202321.2K$4M+0.49%
Q1 202322.7K$4M+0.63%
Q4 202216.0K$3M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systm Wealth Solutions LLC’s full portfolio or all institutional holders of AVY.