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Aaron Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Aaron Wealth Advisors’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,000
Closed -$60.4K – 278
2023
Q3 		$60.4K Hold
20,000
– – 0.01% 257
2023
Q2 		$70.8K Hold
20,000
– – 0.01% 251
2023
Q1 		$77.8K Hold
20,000
– – 0.01% 249
2022
Q4 		$76K Hold
20,000
– – 0.01% 240
2022
Q3 		$47K Buy
+20,000
New +$64.2K 0.01% 217

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Aaron Wealth Advisors's PBI Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of Pitney Bowes (PBI) in Q4 2023, closing a stake of 20,000 shares — an estimated $60.4K sold.

Aaron Wealth Advisors first reported a position in PBI in Q3 2022 and held it in 5 quarters. The position peaked at $77.8K in Q1 2023. 238 funds tracked by Wall St. Rank hold PBI as of Q4 2023.

  • Aaron Wealth Advisors reported no remaining Pitney Bowes position as of Q4 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 20,000 Pitney Bowes shares in Q4 2023, an estimated $60.4K.
  • Aaron Wealth Advisors first reported a position in Pitney Bowes in Q3 2022 and held it in 5 quarters.
  • Aaron Wealth Advisors's Pitney Bowes position peaked at $77.8K in Q1 2023.
  • 238 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.