FTDI
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First Trust Direct Indexing’s Pitney Bowes PBI Stock Holding History

First Trust Direct Indexing’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
-6,585
Closed -$41K – 816
2020
Q4 		$41K Buy
+6,585
New +$39.6K 0.01% 797

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

First Trust Direct Indexing's PBI Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 6,585 shares — an estimated $41K sold.

First Trust Direct Indexing first reported a position in PBI in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,585 Pitney Bowes shares in Q1 2021, an estimated $41K.
  • First Trust Direct Indexing first reported a position in Pitney Bowes in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Pitney Bowes position peaked at $41K in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.