PSI Advisors’s Pitney Bowes PBI Stock Holding History

PSI 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
2023 Q2	–	Sell	-500	Closed	-$1.73K	–	879
2023 Q1	$1.95K	Hold	500	–	–	﹤0.01%	612
2022 Q4	$1.9K	Hold	500	–	–	﹤0.01%	610
2022 Q3	$1K	Hold	500	–	–	﹤0.01%	711
2022 Q2	$2K	Hold	500	–	–	﹤0.01%	675
2022 Q1	$3K	Hold	500	–	–	﹤0.01%	599
2021 Q4	$3K	Hold	500	–	–	﹤0.01%	639
2021 Q3	$4K	Buy	+500	New	+$3.92K	﹤0.01%	608
2020 Q1	–	Sell	-203	Closed	–	–	444
2019 Q4	$0	Buy	+203	New	+$931	﹤0.01%	674

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

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

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

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

PSI Advisors's PBI Position: Q2 2023 in Review

PSI Advisors sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 500 shares — an estimated $1.73K sold.

PSI Advisors first reported a position in PBI in Q4 2019 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

PSI Advisors reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 500 Pitney Bowes shares in Q2 2023, an estimated $1.73K.
PSI Advisors first reported a position in Pitney Bowes in Q4 2019 and held it in 8 quarters.
PSI Advisors's Pitney Bowes position peaked at $4K in Q3 2021.
235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.