KA
PBI icon

Kovack Advisors’s Pitney Bowes PBI Stock Holding History

Kovack 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
2023
Q2 		– Sell
-16,622
Closed -$64.7K – 628
2023
Q1 		$64.7K Buy
+16,622
New +$69.8K 0.01% 570
2022
Q2 		– Sell
-19,022
Closed -$98K – 709
2022
Q1 		$98K Buy
+19,022
New +$103K 0.01% 690
2021
Q4 		– Sell
-21,272
Closed -$153K – 754
2021
Q3 		$153K Hold
21,272
– – 0.02% 661
2021
Q2 		$187K Hold
21,272
– – 0.02% 648
2021
Q1 		$175K Sell
21,272
-1,000
-4% -$8.57K 0.02% 587
2020
Q4 		$137K Sell
22,272
-200
-0.9% -$1.2K 0.02% 549
2020
Q3 		$119K Sell
22,472
-4,850
-18% -$22.4K 0.02% 451
2020
Q2 		$71K Sell
27,322
-3,100
-10% -$7.74K 0.01% 452
2020
Q1 		$62K Sell
30,422
-2,500
-8% -$8.57K 0.01% 428
2019
Q4 		$133K Sell
32,922
-6,087
-16% -$27.9K 0.02% 467
2019
Q3 		$178K Buy
39,009
+7,500
+24% +$30.1K 0.04% 435
2019
Q2 		$135K Sell
31,509
-750
-2% -$4.03K 0.03% 415
2019
Q1 		$222K Sell
32,259
-5,015
-13% -$34.7K 0.06% 361
2018
Q4 		$220K Buy
37,274
+2,382
+7% +$17.2K 0.06% 326
2018
Q3 		$247K Buy
34,892
+18,512
+113% +$150K 0.06% 336
2018
Q2 		$140K Buy
16,380
+4,350
+36% +$42K 0.04% 382
2018
Q1 		$131K Hold
12,030
– – 0.03% 458
2017
Q4 		$134K Buy
+12,030
New +$142K 0.03% 435

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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Kovack Advisors's PBI Position: Q2 2023 in Review

Kovack Advisors sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 16,622 shares — an estimated $64.7K sold.

Kovack Advisors first reported a position in PBI in Q4 2017 and held it in 18 quarters. The position peaked at $247K in Q3 2018. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

  • Kovack Advisors reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
  • Kovack Advisors sold 16,622 Pitney Bowes shares in Q2 2023, an estimated $64.7K.
  • Kovack Advisors first reported a position in Pitney Bowes in Q4 2017 and held it in 18 quarters.
  • Kovack Advisors's Pitney Bowes position peaked at $247K in Q3 2018.
  • 235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Kovack Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.