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Raymond James Financial Services Advisors’s Pitney Bowes PBI Stock Holding History

Raymond James Financial Services 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 		$134K Buy
18,794
+121
+0.6% +$816 ﹤0.01% 3251
2024
Q2 		$94.9K Buy
18,673
+1,766
+10% +$8.43K ﹤0.01% 3236
2024
Q1 		$73.2K Buy
+16,907
New +$69.7K ﹤0.01% 3262
2021
Q4 		– Sell
-10,586
Closed -$76K – 3409
2021
Q3 		$76K Buy
10,586
+3
+0% +$23 ﹤0.01% 3153
2021
Q2 		$93K Buy
+10,583
New +$88.2K ﹤0.01% 3150
2021
Q1 		– Sell
-21,803
Closed -$134K – 3248
2020
Q4 		$134K Buy
21,803
+3,603
+20% +$21.6K ﹤0.01% 2817
2020
Q3 		$97K Buy
18,200
+1,517
+9% +$7K ﹤0.01% 2697
2020
Q2 		$43K Sell
16,683
-2,752
-14% -$6.87K ﹤0.01% 2721
2020
Q1 		$40K Sell
19,435
-338
-2% -$1.16K ﹤0.01% 2333
2019
Q4 		$80K Sell
19,773
-2,928
-13% -$13.4K ﹤0.01% 2728
2019
Q3 		$104K Buy
22,701
+4,553
+25% +$18.2K ﹤0.01% 2634
2019
Q2 		$78K Sell
18,148
-3,504
-16% -$18.8K ﹤0.01% 2711
2019
Q1 		$149K Sell
21,652
-902
-4% -$6.24K ﹤0.01% 2574
2018
Q4 		$133K Buy
22,554
+2,279
+11% +$16.4K ﹤0.01% 2357
2018
Q3 		$144K Sell
20,275
-2,312
-10% -$18.7K ﹤0.01% 2609
2018
Q2 		$194K Buy
22,587
+1,775
+9% +$17.1K ﹤0.01% 2497
2018
Q1 		$227K Buy
20,812
+4,823
+30% +$59.7K ﹤0.01% 2185
2017
Q4 		$179K Buy
15,989
+2,079
+15% +$24.5K ﹤0.01% 2296
2017
Q3 		$195K Sell
13,910
-1,349
-9% -$18.5K ﹤0.01% 2285
2017
Q2 		$230K Buy
15,259
+4,268
+39% +$62.4K ﹤0.01% 2127
2017
Q1 		$144K Sell
10,991
-17,812
-62% -$252K ﹤0.01% 2213
2016
Q4 		$438K Buy
28,803
+14,896
+107% +$237K ﹤0.01% 1597
2016
Q3 		$253K Sell
13,907
-1,019
-7% -$18.7K ﹤0.01% 1894
2016
Q2 		$266K Sell
14,926
-10,118
-40% -$195K ﹤0.01% 1794
2016
Q1 		$539K Buy
25,044
+2,492
+11% +$47.4K 0.01% 1222
2015
Q4 		$466K Buy
22,552
+4,298
+24% +$88.9K 0.01% 1232
2015
Q3 		$362K Buy
+18,254
New +$375K 0.01% 1180
2014
Q4 		– Sell
-171,350
Closed -$4.28M – 575
2014
Q3 		$4.28M Sell
171,350
-1,350
-0.8% -$36.1K 0.23% 111
2014
Q2 		$4.77M Sell
172,700
-2,150
-1% -$57.3K 0.28% 92
2014
Q1 		$4.54M Buy
174,850
+3,950
+2% +$97.4K 0.27% 95
2013
Q4 		$3.98M Sell
170,900
-4,914
-3% -$106K 0.24% 109
2013
Q3 		$3.2M Buy
+175,814
New +$2.88M 0.21% 130

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $666M AUM 17.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial Services Advisors's PBI Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Pitney Bowes (PBI) stake by 0.65% in Q3 2024, buying an estimated $816 and bringing the position to 18,794 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3251.

Raymond James Financial Services Advisors first reported a position in PBI in Q3 2013 and has held it in 32 quarters since. The position peaked at $4.77M in Q2 2014. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

  • Raymond James Financial Services Advisors held 18,794 shares of Pitney Bowes worth $134K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 121 Pitney Bowes shares in Q3 2024, an estimated $816.
  • Pitney Bowes made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3251 holding.
  • Raymond James Financial Services Advisors first reported a position in Pitney Bowes in Q3 2013 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's Pitney Bowes position peaked at $4.77M in Q2 2014.
  • 276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.