BDO Wealth Advisors’s Pitney Bowes PBI Stock Holding History

BDO 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
2023 Q2	$126K	Buy	35,501 +434	+1%	+$1.5K	0.01%	309
2023 Q1	$136K	Sell	35,067 -3,216	-8%	-$13.5K	0.02%	284
2022 Q4	$145K	Sell	38,283 -3,435	-8%	-$11.6K	0.02%	288
2022 Q3	$97K	Sell	41,718 -8,477	-17%	-$27.2K	0.01%	327
2022 Q2	$182K	Buy	50,195 +323	+0.6%	+$1.47K	0.02%	261
2022 Q1	$259K	Buy	49,872 +306	+0.6%	+$1.66K	0.03%	238
2021 Q4	$329K	Sell	49,566 -1,535	-3%	-$10.9K	0.03%	222
2021 Q3	$368K	Sell	51,101 -1,500	-3%	-$11.7K	0.04%	210
2021 Q2	$461K	Sell	52,601 -1,789	-3%	-$14.9K	0.05%	196
2021 Q1	$448K	Buy	+54,390	New	+$466K	0.05%	191

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's PBI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Pitney Bowes (PBI) stake by 1.2% in Q2 2023, buying an estimated $1.5K and bringing the position to 35,501 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #309.

BDO Wealth Advisors first reported a position in PBI in Q1 2021 and has held it in 10 quarters since. The position peaked at $461K in Q2 2021. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

BDO Wealth Advisors held 35,501 shares of Pitney Bowes worth $126K as of Q2 2023.
BDO Wealth Advisors bought 434 Pitney Bowes shares in Q2 2023, an estimated $1.5K.
Pitney Bowes made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #309 holding.
BDO Wealth Advisors first reported a position in Pitney Bowes in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Pitney Bowes position peaked at $461K in Q2 2021.
235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.