Providence Capital Advisors’s Pitney Bowes PBI Stock Holding History

Providence Capital 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 Q4	–	Sell	-408	Closed	-$2.91K	–	258
2024 Q3	$2.91K	Hold	408	–	–	﹤0.01%	303
2024 Q2	$2.07K	Hold	408	–	–	﹤0.01%	309
2024 Q1	$1.77K	Hold	408	–	–	﹤0.01%	304
2023 Q4	$1.79K	Hold	408	–	–	﹤0.01%	305
2023 Q3	$1.23K	Hold	408	–	–	﹤0.01%	322
2023 Q2	$1.44K	Hold	408	–	–	﹤0.01%	281
2023 Q1	$1.59K	Hold	408	–	–	﹤0.01%	278
2022 Q4	$1.55K	Hold	408	–	–	﹤0.01%	256
2022 Q3	$1K	Hold	408	–	–	﹤0.01%	303
2022 Q2	$1K	Hold	408	–	–	﹤0.01%	275
2022 Q1	$2K	Hold	408	–	–	﹤0.01%	383
2021 Q4	$3K	Hold	408	–	–	﹤0.01%	304
2021 Q3	$3K	Hold	408	–	–	﹤0.01%	274
2021 Q2	$4K	Hold	408	–	–	﹤0.01%	263
2021 Q1	$3K	Hold	408	–	–	﹤0.01%	249
2020 Q4	$3K	Hold	408	–	–	﹤0.01%	282
2020 Q3	$2K	Hold	408	–	–	﹤0.01%	200
2020 Q2	$1K	Hold	408	–	–	﹤0.01%	172
2020 Q1	$1K	Hold	408	–	–	﹤0.01%	231
2019 Q4	$2K	Hold	408	–	–	﹤0.01%	244
2019 Q3	$2K	Hold	408	–	–	﹤0.01%	211
2019 Q2	$2K	Hold	408	–	–	﹤0.01%	221
2019 Q1	$3K	Hold	408	–	–	﹤0.01%	243
2018 Q4	$2K	Hold	408	–	–	﹤0.01%	239
2018 Q3	$3K	Hold	408	–	–	﹤0.01%	244
2018 Q2	$3K	Hold	408	–	–	﹤0.01%	240
2018 Q1	$4K	Hold	408	–	–	﹤0.01%	231
2017 Q4	$5K	Buy	+408	New	+$4.81K	﹤0.01%	262

Other funds holding PBI

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

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

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Providence Capital Advisors's PBI Position: Q4 2024 in Review

Providence Capital Advisors sold out of Pitney Bowes (PBI) in Q4 2024, closing a stake of 408 shares — an estimated $2.91K sold.

Providence Capital Advisors first reported a position in PBI in Q4 2017 and held it in 28 quarters. The position peaked at $5K in Q4 2017. 284 funds tracked by Wall St. Rank hold PBI as of Q4 2024.

Providence Capital Advisors reported no remaining Pitney Bowes position as of Q4 2024 after selling out during the quarter.
Providence Capital Advisors sold 408 Pitney Bowes shares in Q4 2024, an estimated $2.91K.
Providence Capital Advisors first reported a position in Pitney Bowes in Q4 2017 and held it in 28 quarters.
Providence Capital Advisors's Pitney Bowes position peaked at $5K in Q4 2017.
284 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.