CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Pitney Bowes PBI Stock Holding History

CAPTRUST Financial 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
Q1 		– Sell
-10,097
Closed -$44.4K – 2508
2023
Q4 		$44.4K Sell
10,097
-1,589
-14% -$6.16K ﹤0.01% 2595
2023
Q3 		$35.3K Sell
11,686
-1,308
-10% -$4.48K ﹤0.01% 2503
2023
Q2 		$46K Buy
12,994
+234
+2% +$811 ﹤0.01% 2435
2023
Q1 		$49.6K Buy
+12,760
New +$53.6K ﹤0.01% 2212
2022
Q4 		– Sell
-12,710
Closed -$30K – 2152
2022
Q3 		$30K Sell
12,710
-4,454
-26% -$14.3K ﹤0.01% 2007
2022
Q2 		$62K Sell
17,164
-555
-3% -$2.53K ﹤0.01% 2575
2022
Q1 		$92K Buy
17,719
+6,904
+64% +$37.4K ﹤0.01% 2339
2021
Q4 		$72K Sell
10,815
-508
-4% -$3.6K ﹤0.01% 2394
2021
Q3 		$82K Sell
11,323
-298
-3% -$2.33K ﹤0.01% 2232
2021
Q2 		$102K Sell
11,621
-27
-0.2% -$225 ﹤0.01% 2019
2021
Q1 		$96K Buy
11,648
+11,308
+3,326% +$97K ﹤0.01% 1986
2020
Q4 		$2K Buy
+340
New +$2.04K ﹤0.01% 3139
2017
Q3 		– Sell
-4
Closed – – 585
2017
Q2 		$0 Buy
+4
New +$58 ﹤0.01% 279

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
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's PBI Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Pitney Bowes (PBI) in Q1 2024, closing a stake of 10,097 shares — an estimated $44.4K sold.

CAPTRUST Financial Advisors first reported a position in PBI in Q2 2017 and held it in 13 quarters. The position peaked at $102K in Q2 2021. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Pitney Bowes position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,097 Pitney Bowes shares in Q1 2024, an estimated $44.4K.
  • CAPTRUST Financial Advisors first reported a position in Pitney Bowes in Q2 2017 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's Pitney Bowes position peaked at $102K in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.