Brewin Dolphin Wealth Management’s Pitney Bowes PBI Stock Holding History

Brewin Dolphin 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
2022 Q2	$6K	Hold	1,600	–	–	﹤0.01%	305
2022 Q1	$8K	Hold	1,600	–	–	﹤0.01%	301
2021 Q4	$11K	Hold	1,600	–	–	﹤0.01%	283
2021 Q3	$11.5K	Hold	1,600	–	–	﹤0.01%	290
2021 Q2	$14K	Hold	1,600	–	–	﹤0.01%	286
2021 Q1	$13.2K	Hold	1,600	–	–	﹤0.01%	278
2020 Q4	$9.86K	Hold	1,600	–	–	﹤0.01%	247
2020 Q3	$8.5K	Hold	1,600	–	–	﹤0.01%	239
2020 Q2	$4.16K	Hold	1,600	–	–	﹤0.01%	270
2020 Q1	$3.26K	Hold	1,600	–	–	﹤0.01%	191
2019 Q4	$6.45K	Hold	1,600	–	–	﹤0.01%	182
2019 Q3	$7.31K	Hold	1,600	–	–	﹤0.01%	179
2019 Q2	$6.85K	Hold	1,600	–	–	﹤0.01%	180
2019 Q1	$11K	Hold	1,600	–	–	0.01%	171
2018 Q4	$9.46K	Hold	1,600	–	–	0.01%	165
2018 Q3	$11.3K	Hold	1,600	–	–	0.01%	172
2018 Q2	$13.7K	Buy	+1,600	New	+$15.4K	0.01%	164

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brewin Dolphin Wealth Management's PBI Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Pitney Bowes (PBI) position steady in Q2 2022 at 1,600 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Brewin Dolphin Wealth Management first reported a position in PBI in Q2 2018 and has held it in 17 quarters since. The position peaked at $14K in Q2 2021. 270 funds tracked by Wall St. Rank hold PBI as of Q2 2022.

Brewin Dolphin Wealth Management held 1,600 shares of Pitney Bowes worth $6K as of Q2 2022.
Brewin Dolphin Wealth Management left its Pitney Bowes share count unchanged in Q2 2022.
Pitney Bowes made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #305 holding.
Brewin Dolphin Wealth Management first reported a position in Pitney Bowes in Q2 2018 and has held it in 17 quarters since.
Brewin Dolphin Wealth Management's Pitney Bowes position peaked at $14K in Q2 2021.
270 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.