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Parisi Gray Wealth Management’s Pitney Bowes PBI Stock Holding History

Parisi Gray Wealth Management’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
2018
Q4 		– Sell
-144
Closed -$1K – 599
2018
Q3 		$1K Hold
144
– – ﹤0.01% 570
2018
Q2 		$1K Hold
144
– – ﹤0.01% 593
2018
Q1 		$2K Hold
144
– – ﹤0.01% 569
2017
Q4 		$2K Buy
+144
New +$1.7K ﹤0.01% 612

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parisi Gray Wealth Management's PBI Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of Pitney Bowes (PBI) in Q4 2018, closing a stake of 144 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in PBI in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 306 funds tracked by Wall St. Rank hold PBI as of Q4 2018.

  • Parisi Gray Wealth Management reported no remaining Pitney Bowes position as of Q4 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 144 Pitney Bowes shares in Q4 2018, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in Pitney Bowes in Q4 2017 and held it in 4 quarters.
  • Parisi Gray Wealth Management's Pitney Bowes position peaked at $2K in Q1 2018.
  • 306 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.