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Avantax Advisory Services’s Pitney Bowes PBI Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-17,712
Closed -$126K – 2251
2024
Q3 		$126K Buy
+17,712
New +$119K ﹤0.01% 2056

Other funds holding PBI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Avantax Advisory Services's PBI Position: Q4 2024 in Review

Avantax Advisory Services sold out of Pitney Bowes (PBI) in Q4 2024, closing a stake of 17,712 shares — an estimated $126K sold.

Avantax Advisory Services first reported a position in PBI in Q3 2024 and held it in 1 quarter. The position peaked at $126K in Q3 2024. 284 funds tracked by Wall St. Rank hold PBI as of Q4 2024.

  • Avantax Advisory Services reported no remaining Pitney Bowes position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 17,712 Pitney Bowes shares in Q4 2024, an estimated $126K.
  • Avantax Advisory Services first reported a position in Pitney Bowes in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Pitney Bowes position peaked at $126K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.