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
2021 Q4	–	Sell	-20	Closed	-$2K	–	753
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	692
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	678
2021 Q1	$5K	Buy	+20	New	+$171	﹤0.01%	615

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

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

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

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

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.