Regal Investment Advisors’s Pitney Bowes PBI Stock Holding History

Regal 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
2024 Q2	–	Sell	-10,500	Closed	-$45.5K	–	597
2024 Q1	$45.5K	Hold	10,500	–	–	﹤0.01%	575
2023 Q4	$46.2K	Hold	10,500	–	–	﹤0.01%	538
2023 Q3	$31.7K	Hold	10,500	–	–	﹤0.01%	495
2023 Q2	$37.2K	Hold	10,500	–	–	﹤0.01%	509
2023 Q1	$40.8K	Hold	10,500	–	–	﹤0.01%	509
2022 Q4	$39.9K	Hold	10,500	–	–	﹤0.01%	484
2022 Q3	$24K	Buy	10,500 +500	+5%	+$1.6K	﹤0.01%	475
2022 Q2	$36K	Hold	10,000	–	–	﹤0.01%	493
2022 Q1	$52K	Buy	+10,000	New	+$54.2K	﹤0.01%	523
2014 Q3	–	Sell	-1,400	Closed	-$39K	–	966
2014 Q2	$39K	Hold	1,400	–	–	0.01%	421
2014 Q1	$36K	Sell	1,400 -81,646	-98%	-$2.01M	0.02%	406
2013 Q4	$1.94M	Sell	83,046 -31,690	-28%	-$682K	1.11%	14
2013 Q3	$2.09M	Buy	114,736 +14,316	+14%	+$235K	1.22%	9
2013 Q2	$1.47M	Buy	+100,420	New	+$1.48M	0.81%	24

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

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

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

CCP

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

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

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

Regal Investment Advisors's PBI Position: Q2 2024 in Review

Regal Investment Advisors sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 10,500 shares — an estimated $45.5K sold.

Regal Investment Advisors first reported a position in PBI in Q2 2013 and held it in 14 quarters. The position peaked at $2.09M in Q3 2013. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

Regal Investment Advisors reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
Regal Investment Advisors sold 10,500 Pitney Bowes shares in Q2 2024, an estimated $45.5K.
Regal Investment Advisors first reported a position in Pitney Bowes in Q2 2013 and held it in 14 quarters.
Regal Investment Advisors's Pitney Bowes position peaked at $2.09M in Q3 2013.
236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.