American Portfolios Advisors’s Pitney Bowes PBI Stock Holding History

American Portfolios 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
2022 Q3	$23.9K	Hold	10,255	–	–	﹤0.01%	2095
2022 Q2	$37.1K	Hold	10,255	–	–	﹤0.01%	1925
2022 Q1	$53.3K	Sell	10,255 -500	-5%	-$2.71K	﹤0.01%	1855
2021 Q4	$71.3K	Hold	10,755	–	–	﹤0.01%	1695
2021 Q3	$77.5K	Hold	10,755	–	–	﹤0.01%	1564
2021 Q2	$94.3K	Hold	10,755	–	–	﹤0.01%	1448
2021 Q1	$88.6K	Hold	10,755	–	–	﹤0.01%	1367
2020 Q4	$66.3K	Buy	10,755 +10,500	+4,118%	+$63.1K	﹤0.01%	1320
2020 Q3	$1.35K	Hold	255	–	–	﹤0.01%	2714
2020 Q2	$663	Hold	255	–	–	﹤0.01%	2735
2020 Q1	$520	Hold	255	–	–	﹤0.01%	2660
2019 Q4	$1.03K	Hold	255	–	–	﹤0.01%	2692
2019 Q3	$1.17K	Hold	255	–	–	﹤0.01%	2620
2019 Q2	$1.09K	Hold	255	–	–	﹤0.01%	2573
2019 Q1	$1.75K	Hold	255	–	–	﹤0.01%	2403
2018 Q4	$1.51K	Buy	255 +222	+673%	+$1.6K	﹤0.01%	2191
2018 Q3	$234	Hold	33	–	–	﹤0.01%	2364
2018 Q2	$283	Sell	33 -1,226	-97%	-$11.8K	﹤0.01%	2334
2018 Q1	$13.7K	Buy	1,259 +504	+67%	+$6.24K	﹤0.01%	1526
2017 Q4	$8.44K	Buy	+755	New	+$8.9K	﹤0.01%	1628

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Portfolios Advisors's PBI Position: Q3 2022 in Review

American Portfolios Advisors held its Pitney Bowes (PBI) position steady in Q3 2022 at 10,255 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

American Portfolios Advisors first reported a position in PBI in Q4 2017 and has held it in 20 quarters since. The position peaked at $94.3K in Q2 2021. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

American Portfolios Advisors held 10,255 shares of Pitney Bowes worth $23.9K as of Q3 2022.
American Portfolios Advisors left its Pitney Bowes share count unchanged in Q3 2022.
Pitney Bowes made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2095 holding.
American Portfolios Advisors first reported a position in Pitney Bowes in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Pitney Bowes position peaked at $94.3K in Q2 2021.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.