Centerpoint Advisors’s Pitney Bowes PBI Stock Holding History

Centerpoint 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
2025 Q1	–	Sell	-451	Closed	-$3K	–	436
2024 Q4	$3K	Hold	451	–	–	﹤0.01%	400
2024 Q3	$3K	Hold	451	–	–	﹤0.01%	419
2024 Q2	$2K	Hold	451	–	–	﹤0.01%	410
2024 Q1	$2K	Hold	451	–	–	﹤0.01%	396
2023 Q4	$2K	Hold	451	–	–	﹤0.01%	391
2023 Q3	$1K	Hold	451	–	–	﹤0.01%	527
2023 Q2	$2K	Hold	451	–	–	﹤0.01%	454
2023 Q1	$2K	Hold	451	–	–	﹤0.01%	447
2022 Q4	$2K	Hold	451	–	–	﹤0.01%	408
2022 Q3	$1K	Hold	451	–	–	﹤0.01%	359
2022 Q2	$2K	Hold	451	–	–	﹤0.01%	328
2022 Q1	$2K	Hold	451	–	–	﹤0.01%	329
2021 Q4	$3K	Hold	451	–	–	﹤0.01%	313
2021 Q3	$3K	Hold	451	–	–	﹤0.01%	242
2021 Q2	$4K	Hold	451	–	–	﹤0.01%	240
2021 Q1	$4K	Hold	451	–	–	﹤0.01%	215
2020 Q4	$3K	Hold	451	–	–	﹤0.01%	211
2020 Q3	$2K	Hold	451	–	–	﹤0.01%	207
2020 Q2	$1K	Hold	451	–	–	﹤0.01%	259
2020 Q1	$1K	Hold	451	–	–	﹤0.01%	234
2019 Q4	$2K	Hold	451	–	–	﹤0.01%	253
2019 Q3	$2K	Hold	451	–	–	﹤0.01%	244
2019 Q2	$2K	Hold	451	–	–	﹤0.01%	241
2019 Q1	$3K	Hold	451	–	–	﹤0.01%	217
2018 Q4	$3K	Hold	451	–	–	﹤0.01%	201
2018 Q3	$3K	Hold	451	–	–	﹤0.01%	205
2018 Q2	$4K	Hold	451	–	–	﹤0.01%	223
2018 Q1	$5K	Hold	451	–	–	﹤0.01%	181
2017 Q4	$5K	Buy	+451	New	+$5.31K	﹤0.01%	162

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

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Centerpoint Advisors's PBI Position: Q1 2025 in Review

Centerpoint Advisors sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 451 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in PBI in Q4 2017 and held it in 29 quarters. The position peaked at $5K in Q1 2018. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

Centerpoint Advisors reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 451 Pitney Bowes shares in Q1 2025, an estimated $3K.
Centerpoint Advisors first reported a position in Pitney Bowes in Q4 2017 and held it in 29 quarters.
Centerpoint Advisors's Pitney Bowes position peaked at $5K in Q1 2018.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.