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Money Concepts Capital’s Pitney Bowes PBI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-200
Closed -$760 – 2152
2022
Q4 		$760 Buy
+200
New +$674 ﹤0.01% 2930
2022
Q2 		– Sell
-300
Closed -$2K – 2263
2022
Q1 		$2K Buy
+300
New +$1.63K ﹤0.01% 2474

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Money Concepts Capital's PBI Position: Q1 2023 in Review

Money Concepts Capital sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 200 shares — an estimated $760 sold.

Money Concepts Capital first reported a position in PBI in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

  • Money Concepts Capital reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 Pitney Bowes shares in Q1 2023, an estimated $760.
  • Money Concepts Capital first reported a position in Pitney Bowes in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Pitney Bowes position peaked at $2K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.