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Harvest Group Wealth Management’s Pitney Bowes PBI Stock Holding History

Harvest Group Wealth 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
-32
Closed – – 511
2020
Q4 		$0 Buy
+32
New +$192 ﹤0.01% 809
2020
Q2 		– Sell
-536
Closed -$1K – 761
2020
Q1 		$1K Buy
+536
New +$1.84K ﹤0.01% 411
2019
Q3 		– Sell
-509
Closed -$2K – 1099
2019
Q2 		$2K Buy
509
+214
+73% +$1.15K ﹤0.01% 588
2019
Q1 		$2K Buy
+295
New +$2.04K ﹤0.01% 655

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

Harvest Group Wealth Management's PBI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 32 shares.

Harvest Group Wealth Management first reported a position in PBI in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2019. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 32 Pitney Bowes shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Pitney Bowes in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Pitney Bowes position peaked at $2K in Q2 2019.
  • 249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.