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AE Wealth Management’s Pitney Bowes PBI Stock Holding History

AE Wealth Management’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
2021
Q3 		– Sell
-314,452
Closed -$2.76M – 1695
2021
Q2 		$2.76M Buy
+314,452
New +$2.62M 0.02% 540
2017
Q1 		– Sell
-51,434
Closed -$781K – 275
2016
Q4 		$781K Buy
+51,434
New +$819K 0.32% 88

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AE Wealth Management's PBI Position: Q3 2021 in Review

AE Wealth Management sold out of Pitney Bowes (PBI) in Q3 2021, closing a stake of 314,452 shares — an estimated $2.76M sold.

AE Wealth Management first reported a position in PBI in Q4 2016 and held it in 2 quarters. The position peaked at $2.76M in Q2 2021. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2021.

  • AE Wealth Management reported no remaining Pitney Bowes position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 314,452 Pitney Bowes shares in Q3 2021, an estimated $2.76M.
  • AE Wealth Management first reported a position in Pitney Bowes in Q4 2016 and held it in 2 quarters.
  • AE Wealth Management's Pitney Bowes position peaked at $2.76M in Q2 2021.
  • 263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.