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Prism Advisors’s Pitney Bowes PBI Stock Holding History

Prism 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
2024
Q3 		– Sell
-19,778
Closed -$100K – 69
2024
Q2 		$100K Sell
19,778
-5,000
-20% -$23.9K 0.03% 63
2024
Q1 		$107K Hold
24,778
– – 0.03% 59
2023
Q4 		$109K Buy
+24,778
New +$96.1K 0.04% 64
2023
Q3 		– Sell
-24,778
Closed -$87.7K – 64
2023
Q2 		$87.7K Hold
24,778
– – 0.03% 52
2023
Q1 		$96.4K Hold
24,778
– – 0.03% 50
2022
Q4 		$94.2K Sell
24,778
-5,000
-17% -$16.9K 0.03% 47
2022
Q3 		$69K Buy
29,778
+5,000
+20% +$16K 0.03% 52
2022
Q2 		$90K Hold
24,778
– – 0.03% 49
2022
Q1 		$129K Hold
24,778
– – 0.04% 54
2021
Q4 		$164K Hold
24,778
– – 0.05% 55
2021
Q3 		$179K Hold
24,778
– – 0.06% 52
2021
Q2 		$217K Hold
24,778
– – 0.08% 52
2021
Q1 		$204K Hold
24,778
– – 0.07% 51
2020
Q4 		$153K Hold
24,778
– – 0.06% 51
2020
Q3 		$132K Hold
24,778
– – 0.06% 44
2020
Q2 		$64K Sell
24,778
-830,781
-97% -$2.07M 0.03% 47
2020
Q1 		$1.75M Buy
855,559
+300,542
+54% +$1.03M 1.13% 33
2019
Q4 		$2.24M Sell
555,017
-27,503
-5% -$126K 1.13% 31
2019
Q3 		$2.66M Buy
582,520
+153,242
+36% +$614K 1.49% 17
2019
Q2 		$1.84M Buy
429,278
+96,428
+29% +$518K 1.05% 27
2019
Q1 		$2.29M Buy
332,850
+12,228
+4% +$84.6K 1.31% 23
2018
Q4 		$1.9M Sell
320,622
-2,935
-0.9% -$21.1K 1.2% 21
2018
Q3 		$2.24M Buy
323,557
+81,634
+34% +$659K 1.3% 23
2018
Q2 		$2.2M Buy
241,923
+17,608
+8% +$170K 1.17% 25
2018
Q1 		$2.05M Buy
224,315
+13,958
+7% +$173K 1.15% 24
2017
Q4 		$2.35M Buy
+210,357
New +$2.48M 1.3% 22

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prism Advisors's PBI Position: Q3 2024 in Review

Prism Advisors sold out of Pitney Bowes (PBI) in Q3 2024, closing a stake of 19,778 shares — an estimated $100K sold.

Prism Advisors first reported a position in PBI in Q4 2017 and held it in 26 quarters. The position peaked at $2.66M in Q3 2019. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

  • Prism Advisors reported no remaining Pitney Bowes position as of Q3 2024 after selling out during the quarter.
  • Prism Advisors sold 19,778 Pitney Bowes shares in Q3 2024, an estimated $100K.
  • Prism Advisors first reported a position in Pitney Bowes in Q4 2017 and held it in 26 quarters.
  • Prism Advisors's Pitney Bowes position peaked at $2.66M in Q3 2019.
  • 276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on Prism Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.