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Intercontinental Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-218
Closed -$1K – 262
2019
Q4 		$1K Hold
218
– – ﹤0.01% 343
2019
Q3 		$1K Hold
218
– – ﹤0.01% 418
2019
Q2 		$1K Hold
218
– – ﹤0.01% 394
2019
Q1 		$1K Hold
218
– – ﹤0.01% 423
2018
Q4 		$1K Buy
+218
New +$1.57K ﹤0.01% 439

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Intercontinental Wealth Advisors's PBI Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Pitney Bowes (PBI) in Q1 2020, closing a stake of 218 shares — an estimated $1K sold.

Intercontinental Wealth Advisors first reported a position in PBI in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 241 funds tracked by Wall St. Rank hold PBI as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Pitney Bowes position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 218 Pitney Bowes shares in Q1 2020, an estimated $1K.
  • Intercontinental Wealth Advisors first reported a position in Pitney Bowes in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Pitney Bowes position peaked at $1K in Q4 2019.
  • 241 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.