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Capital Performance Advisors’s Pitney Bowes PBI Stock Holding History

Capital Performance 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
Q4 		– Sell
-71
Closed -$506 – 1935
2024
Q3 		$506 Buy
+71
New +$479 ﹤0.01% 2249

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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Capital Performance Advisors's PBI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Pitney Bowes (PBI) in Q4 2024, closing a stake of 71 shares — an estimated $506 sold.

Capital Performance Advisors first reported a position in PBI in Q3 2024 and held it in 1 quarter. The position peaked at $506 in Q3 2024. 284 funds tracked by Wall St. Rank hold PBI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pitney Bowes position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 71 Pitney Bowes shares in Q4 2024, an estimated $506.
  • Capital Performance Advisors first reported a position in Pitney Bowes in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pitney Bowes position peaked at $506 in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.