RIA
PBI icon

Realta Investment Advisors’s Pitney Bowes PBI Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-179
Closed -$1K – 1658
2019
Q3 		$1K Hold
179
– – ﹤0.01% 1563
2019
Q2 		$1K Hold
179
– – ﹤0.01% 1642
2019
Q1 		$1K Buy
+179
New +$1.24K ﹤0.01% 1297

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Realta Investment Advisors's PBI Position: Q4 2019 in Review

Realta Investment Advisors sold out of Pitney Bowes (PBI) in Q4 2019, closing a stake of 179 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in PBI in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 267 funds tracked by Wall St. Rank hold PBI as of Q4 2019.

  • Realta Investment Advisors reported no remaining Pitney Bowes position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 179 Pitney Bowes shares in Q4 2019, an estimated $1K.
  • Realta Investment Advisors first reported a position in Pitney Bowes in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Pitney Bowes position peaked at $1K in Q3 2019.
  • 267 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.