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ACG Wealth’s Pitney Bowes PBI Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-14
Closed – – 785
2022
Q2 		$0 Buy
+14
New +$64 ﹤0.01% 1035

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACG Wealth's PBI Position: Q3 2022 in Review

ACG Wealth sold out of Pitney Bowes (PBI) in Q3 2022, closing a stake of 14 shares.

ACG Wealth first reported a position in PBI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

  • ACG Wealth reported no remaining Pitney Bowes position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 14 Pitney Bowes shares in Q3 2022.
  • ACG Wealth first reported a position in Pitney Bowes in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Pitney Bowes position peaked at $0 in Q2 2022.
  • 263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.