FGAM
PBI icon

Financial Gravity Asset Management’s Pitney Bowes PBI Stock Holding History

Financial Gravity Asset Management’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
Q1 		– Sell
-2
Closed – – 862
2020
Q4 		$0 Buy
+2
New +$12 ﹤0.01% 626
2020
Q2 		– Sell
-31
Closed -$64 – 625
2020
Q1 		$64 Hold
31
– – ﹤0.01% 938
2019
Q4 		$4K Sell
31
-141
-82% -$646 ﹤0.01% 1291
2019
Q3 		$1K Sell
172
-7,718
-98% -$30.9K ﹤0.01% 1082
2019
Q2 		$34K Sell
7,890
-1,393
-15% -$7.48K 0.03% 393
2019
Q1 		$65K Buy
+9,283
New +$64.2K 0.05% 257
2018
Q3 		$2K Sell
306
-19
-6% -$153 ﹤0.01% 987
2018
Q2 		$3K Buy
325
+3
+0.9% +$29 ﹤0.01% 904
2018
Q1 		$3K Buy
+322
New +$3.99K ﹤0.01% 869

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Gravity Asset Management's PBI Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 2 shares.

Financial Gravity Asset Management first reported a position in PBI in Q1 2018 and held it in 9 quarters. The position peaked at $65K in Q1 2019. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Pitney Bowes shares in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Pitney Bowes in Q1 2018 and held it in 9 quarters.
  • Financial Gravity Asset Management's Pitney Bowes position peaked at $65K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.