Plante Moran Financial Advisors’s Pitney Bowes PBI Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-100	Closed	-$1K	–	1054
2021 Q1	$1K	Buy	+100	New	+$857	﹤0.01%	969
2018 Q2	–	Sell	-170	Closed	-$2K	–	927
2018 Q1	$2K	Buy	+170	New	+$2.11K	﹤0.01%	854
2017 Q2	–	Sell	-340	Closed	-$4K	–	885
2017 Q1	$4K	Hold	340	–	–	﹤0.01%	734
2016 Q4	$5K	Hold	340	–	–	﹤0.01%	720
2016 Q3	$6K	Hold	340	–	–	﹤0.01%	663
2016 Q2	$6K	Buy	+340	New	+$6.55K	﹤0.01%	604

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plante Moran Financial Advisors's PBI Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Pitney Bowes (PBI) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in PBI in Q2 2016 and held it in 6 quarters. The position peaked at $6K in Q3 2016. 248 funds tracked by Wall St. Rank hold PBI as of Q2 2021.

Plante Moran Financial Advisors reported no remaining Pitney Bowes position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 100 Pitney Bowes shares in Q2 2021, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Pitney Bowes in Q2 2016 and held it in 6 quarters.
Plante Moran Financial Advisors's Pitney Bowes position peaked at $6K in Q3 2016.
248 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.