CreativeOne Wealth’s Pitney Bowes PBI Stock Holding History

CreativeOne Wealth’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
2021 Q4	–	Sell	-30,737	Closed	-$221K	–	778
2021 Q3	$221K	Buy	+30,737	New	+$241K	0.01%	639

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CreativeOne Wealth's PBI Position: Q4 2021 in Review

CreativeOne Wealth sold out of Pitney Bowes (PBI) in Q4 2021, closing a stake of 30,737 shares — an estimated $221K sold.

CreativeOne Wealth first reported a position in PBI in Q3 2021 and held it in 1 quarter. The position peaked at $221K in Q3 2021. 262 funds tracked by Wall St. Rank hold PBI as of Q4 2021.

CreativeOne Wealth reported no remaining Pitney Bowes position as of Q4 2021 after selling out during the quarter.
CreativeOne Wealth sold 30,737 Pitney Bowes shares in Q4 2021, an estimated $221K.
CreativeOne Wealth first reported a position in Pitney Bowes in Q3 2021 and held it in 1 quarter.
CreativeOne Wealth's Pitney Bowes position peaked at $221K in Q3 2021.
262 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2021.

Based on CreativeOne Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.