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Cary Street Partners Investment Advisory’s Pitney Bowes PBI Stock Holding History

Cary Street Partners Investment Advisory’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
Q3 		– Sell
-250
Closed -$885 – 1906
2023
Q2 		$885 Hold
250
– – ﹤0.01% 1662
2023
Q1 		$973 Hold
250
– – ﹤0.01% 1572
2022
Q4 		$950 Buy
+250
New +$843 ﹤0.01% 1588

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CM
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CCP
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's PBI Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Pitney Bowes (PBI) in Q3 2023, closing a stake of 250 shares — an estimated $885 sold.

Cary Street Partners Investment Advisory first reported a position in PBI in Q4 2022 and held it in 3 quarters. The position peaked at $973 in Q1 2023. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Pitney Bowes position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 250 Pitney Bowes shares in Q3 2023, an estimated $885.
  • Cary Street Partners Investment Advisory first reported a position in Pitney Bowes in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Pitney Bowes position peaked at $973 in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.