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Coppell Advisory Solutions’s Pitney Bowes PBI Stock Holding History

Coppell Advisory Solutions’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
-10
Closed -$72 – 1408
2024
Q4 		$72 Hold
10
– – ﹤0.01% 1917
2024
Q3 		$71 Hold
10
– – ﹤0.01% 1819
2024
Q2 		$51 Buy
+10
New +$48 ﹤0.01% 1757
2023
Q4 		$44 Hold
10
– – ﹤0.01% 1678
2023
Q3 		$38 Hold
10
– – ﹤0.01% 1176
2023
Q2 		$35 Buy
+10
New +$35 ﹤0.01% 1405
2023
Q1 		– Sell
-10
Closed -$38 – 802
2022
Q4 		$38 Buy
+10
New +$34 ﹤0.01% 1176

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Coppell Advisory Solutions's PBI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 10 shares — an estimated $72 sold.

Coppell Advisory Solutions first reported a position in PBI in Q4 2022 and held it in 7 quarters. The position peaked at $72 in Q4 2024. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10 Pitney Bowes shares in Q1 2025, an estimated $72.
  • Coppell Advisory Solutions first reported a position in Pitney Bowes in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Pitney Bowes position peaked at $72 in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.