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Evoke Wealth’s Pitney Bowes PBI Stock Holding History

Evoke 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
2020
Q3 		– Sell
-115
Closed – – 1101
2020
Q2 		$0 Buy
115
+2
+2% +$5 ﹤0.01% 1154
2020
Q1 		$231 Buy
+113
New +$387 ﹤0.01% 1081

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's PBI Position: Q3 2020 in Review

Evoke Wealth sold out of Pitney Bowes (PBI) in Q3 2020, closing a stake of 115 shares.

Evoke Wealth first reported a position in PBI in Q1 2020 and held it in 2 quarters. The position peaked at $231 in Q1 2020. 240 funds tracked by Wall St. Rank hold PBI as of Q3 2020.

  • Evoke Wealth reported no remaining Pitney Bowes position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 115 Pitney Bowes shares in Q3 2020.
  • Evoke Wealth first reported a position in Pitney Bowes in Q1 2020 and held it in 2 quarters.
  • Evoke Wealth's Pitney Bowes position peaked at $231 in Q1 2020.
  • 240 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.