Heritage Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Heritage Wealth Advisors’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
2024 Q1	–	Sell	-15,000	Closed	-$66K	–	564
2023 Q4	$66K	Buy	+15,000	New	+$58.2K	﹤0.01%	311

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's PBI Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Pitney Bowes (PBI) in Q1 2024, closing a stake of 15,000 shares — an estimated $66K sold.

Heritage Wealth Advisors first reported a position in PBI in Q4 2023 and held it in 1 quarter. The position peaked at $66K in Q4 2023. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

Heritage Wealth Advisors reported no remaining Pitney Bowes position as of Q1 2024 after selling out during the quarter.
Heritage Wealth Advisors sold 15,000 Pitney Bowes shares in Q1 2024, an estimated $66K.
Heritage Wealth Advisors first reported a position in Pitney Bowes in Q4 2023 and held it in 1 quarter.
Heritage Wealth Advisors's Pitney Bowes position peaked at $66K in Q4 2023.
247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.