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Goodwin Investment Advisory’s Pitney Bowes PBI Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-275
Closed -$1.04K – 176
2022
Q4 		$1.04K Hold
275
– – ﹤0.01% 204
2022
Q3 		$1K Buy
+275
New +$883 ﹤0.01% 211
2022
Q2 		– Sell
-271
Closed -$1K – 210
2022
Q1 		$1K Buy
+271
New +$1.47K ﹤0.01% 199

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goodwin Investment Advisory's PBI Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 275 shares — an estimated $1.04K sold.

Goodwin Investment Advisory first reported a position in PBI in Q1 2022 and held it in 3 quarters. The position peaked at $1.04K in Q4 2022. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 275 Pitney Bowes shares in Q1 2023, an estimated $1.04K.
  • Goodwin Investment Advisory first reported a position in Pitney Bowes in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Pitney Bowes position peaked at $1.04K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.