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Baystate Wealth Management’s Pitney Bowes PBI Stock Holding History

Baystate 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
2023
Q4 		$2.67K Buy
+606
New +$2.35K ﹤0.01% 1013

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Baystate Wealth Management's PBI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Pitney Bowes (PBI) in Q4 2023: 606 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings.

238 funds tracked by Wall St. Rank hold PBI as of Q4 2023.

  • Baystate Wealth Management held 606 shares of Pitney Bowes worth $2.67K as of Q4 2023.
  • Pitney Bowes was a new Baystate Wealth Management position in Q4 2023.
  • Pitney Bowes made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1013 holding.
  • 238 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.