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Nicolet Advisory Services’s Pitney Bowes PBI Stock Holding History

Nicolet Advisory Services’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
-11,151
Closed -$47.2K – 349
2023
Q4 		$47.2K Hold
11,151
– – 0.01% 315
2023
Q3 		$38.6K Hold
11,151
– – ﹤0.01% 312
2023
Q2 		$37.7K Buy
11,151
+150
+1% +$520 ﹤0.01% 304
2023
Q1 		$40.6K Buy
11,001
+141
+1% +$592 ﹤0.01% 278
2022
Q4 		$52K Buy
+10,860
New +$36.6K 0.01% 235

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
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nicolet Advisory Services's PBI Position: Q1 2024 in Review

Nicolet Advisory Services sold out of Pitney Bowes (PBI) in Q1 2024, closing a stake of 11,151 shares — an estimated $47.2K sold.

Nicolet Advisory Services first reported a position in PBI in Q4 2022 and held it in 5 quarters. The position peaked at $52K in Q4 2022. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

  • Nicolet Advisory Services reported no remaining Pitney Bowes position as of Q1 2024 after selling out during the quarter.
  • Nicolet Advisory Services sold 11,151 Pitney Bowes shares in Q1 2024, an estimated $47.2K.
  • Nicolet Advisory Services first reported a position in Pitney Bowes in Q4 2022 and held it in 5 quarters.
  • Nicolet Advisory Services's Pitney Bowes position peaked at $52K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on Nicolet Advisory Services's 13F filing for Q1 2024, filed 10 May 2024.