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Avior Wealth Management’s Pitney Bowes PBI Stock Holding History

Avior 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
2024
Q2 		– Sell
-34
Closed -$147 – 3289
2024
Q1 		$147 Buy
+34
New +$140 ﹤0.01% 3011

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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Avior Wealth Management's PBI Position: Q2 2024 in Review

Avior Wealth Management sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 34 shares — an estimated $147 sold.

Avior Wealth Management first reported a position in PBI in Q1 2024 and held it in 1 quarter. The position peaked at $147 in Q1 2024. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

  • Avior Wealth Management reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 34 Pitney Bowes shares in Q2 2024, an estimated $147.
  • Avior Wealth Management first reported a position in Pitney Bowes in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Pitney Bowes position peaked at $147 in Q1 2024.
  • 236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.