Atlas Capital Advisors’s Pitney Bowes PBI Stock Holding History

Atlas Capital 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	–	Sell	-1,000	Closed	-$3.62K	–	977
2022 Q2	$3.62K	Hold	1,000	–	–	﹤0.01%	875
2022 Q1	$5.2K	Hold	1,000	–	–	﹤0.01%	788
2021 Q4	$6.63K	Hold	1,000	–	–	﹤0.01%	776
2021 Q3	$7.21K	Hold	1,000	–	–	﹤0.01%	769
2021 Q2	$8.77K	Hold	1,000	–	–	﹤0.01%	761
2021 Q1	$8.24K	Buy	+1,000	New	+$8.57K	﹤0.01%	704

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

Atlas Capital Advisors's PBI Position: Q3 2022 in Review

Atlas Capital Advisors sold out of Pitney Bowes (PBI) in Q3 2022, closing a stake of 1,000 shares — an estimated $3.62K sold.

Atlas Capital Advisors first reported a position in PBI in Q1 2021 and held it in 6 quarters. The position peaked at $8.77K in Q2 2021. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

Atlas Capital Advisors reported no remaining Pitney Bowes position as of Q3 2022 after selling out during the quarter.
Atlas Capital Advisors sold 1,000 Pitney Bowes shares in Q3 2022, an estimated $3.62K.
Atlas Capital Advisors first reported a position in Pitney Bowes in Q1 2021 and held it in 6 quarters.
Atlas Capital Advisors's Pitney Bowes position peaked at $8.77K in Q2 2021.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.