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Belpointe Asset Management’s Pitney Bowes PBI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-4,300
Closed -$16.7K – 2508
2023
Q1 		$16.7K Buy
4,300
+1,000
+30% +$4.2K ﹤0.01% 2409
2022
Q4 		$12.5K Buy
+3,300
New +$11.1K ﹤0.01% 2490

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's PBI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 4,300 shares — an estimated $16.7K sold.

Belpointe Asset Management first reported a position in PBI in Q4 2022 and held it in 2 quarters. The position peaked at $16.7K in Q1 2023. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 4,300 Pitney Bowes shares in Q2 2023, an estimated $16.7K.
  • Belpointe Asset Management first reported a position in Pitney Bowes in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Pitney Bowes position peaked at $16.7K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.