BRWA
PBI icon

B. Riley Wealth Advisors’s Pitney Bowes PBI Stock Holding History

B. Riley Wealth 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
2024
Q3 		– Sell
-87,920
Closed -$447K – 1390
2024
Q2 		$447K Sell
87,920
-11,036
-11% -$52.7K 0.01% 866
2024
Q1 		$299K Buy
98,956
+9,222
+10% +$38K 0.01% 1041
2023
Q4 		$395K Sell
89,734
-9,222
-9% -$35.8K 0.01% 929
2023
Q3 		$299K Sell
98,956
-5,903
-6% -$20.2K 0.01% 1041
2023
Q2 		$371K Sell
104,859
-9,667
-8% -$33.5K 0.01% 1013
2023
Q1 		$446K Sell
114,526
-3,540
-3% -$14.9K 0.01% 858
2022
Q4 		$449K Sell
118,066
-7,223
-6% -$24.3K 0.01% 837
2022
Q3 		$292K Sell
125,289
-7,125
-5% -$22.9K 0.01% 1018
2022
Q2 		$480K Sell
132,414
-1,634
-1% -$7.45K 0.02% 677
2022
Q1 		$698K Sell
134,048
-6,575
-5% -$35.6K 0.02% 591
2021
Q4 		$933K Sell
140,623
-3,571
-2% -$25.3K 0.03% 547
2021
Q3 		$1.04M Buy
144,194
+5,643
+4% +$44.2K 0.03% 506
2021
Q2 		$1.22M Buy
138,551
+14,281
+11% +$119K 0.04% 457
2021
Q1 		$1.02M Buy
124,270
+46,278
+59% +$397K 0.04% 472
2020
Q4 		$481K Buy
77,992
+10,742
+16% +$64.5K 0.03% 550
2020
Q3 		$358K Buy
+67,250
New +$310K 0.02% 657
2015
Q1 		– Sell
-1,258
Closed -$31 – 1555
2014
Q4 		$31 Buy
+1,258
New +$30.7K ﹤0.01% 2343
2014
Q3 		– Sell
-967
Closed -$26.7K – 1512
2014
Q2 		$26.7K Buy
+967
New +$25.8K 0.01% 1337

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
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
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 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

B. Riley Wealth Advisors's PBI Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Pitney Bowes (PBI) in Q3 2024, closing a stake of 87,920 shares — an estimated $447K sold.

B. Riley Wealth Advisors first reported a position in PBI in Q2 2014 and held it in 18 quarters. The position peaked at $1.22M in Q2 2021. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Pitney Bowes position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 87,920 Pitney Bowes shares in Q3 2024, an estimated $447K.
  • B. Riley Wealth Advisors first reported a position in Pitney Bowes in Q2 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Pitney Bowes position peaked at $1.22M in Q2 2021.
  • 276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.