Halpern Financial’s Pitney Bowes PBI Stock Holding History

Halpern Financial’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
2022 Q1	–	Sell	-264	Closed	-$1.75K	–	261
2021 Q4	$1.75K	Buy	+264	New	+$1.87K	﹤0.01%	226

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halpern Financial's PBI Position: Q1 2022 in Review

Halpern Financial sold out of Pitney Bowes (PBI) in Q1 2022, closing a stake of 264 shares — an estimated $1.75K sold.

Halpern Financial first reported a position in PBI in Q4 2021 and held it in 1 quarter. The position peaked at $1.75K in Q4 2021. 258 funds tracked by Wall St. Rank hold PBI as of Q1 2022.

Halpern Financial reported no remaining Pitney Bowes position as of Q1 2022 after selling out during the quarter.
Halpern Financial sold 264 Pitney Bowes shares in Q1 2022, an estimated $1.75K.
Halpern Financial first reported a position in Pitney Bowes in Q4 2021 and held it in 1 quarter.
Halpern Financial's Pitney Bowes position peaked at $1.75K in Q4 2021.
258 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.