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RIA Advisory Group’s Pitney Bowes PBI Stock Holding History

RIA Advisory Group’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
Q3 		– Sell
-37,828
Closed -$134K – 130
2023
Q2 		$134K Hold
37,828
– – 0.06% 119
2023
Q1 		$147K Hold
37,828
– – 0.07% 114
2022
Q4 		$144K Buy
+37,828
New +$128K 0.08% 90

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RIA Advisory Group's PBI Position: Q3 2023 in Review

RIA Advisory Group sold out of Pitney Bowes (PBI) in Q3 2023, closing a stake of 37,828 shares — an estimated $134K sold.

RIA Advisory Group first reported a position in PBI in Q4 2022 and held it in 3 quarters. The position peaked at $147K in Q1 2023. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

  • RIA Advisory Group reported no remaining Pitney Bowes position as of Q3 2023 after selling out during the quarter.
  • RIA Advisory Group sold 37,828 Pitney Bowes shares in Q3 2023, an estimated $134K.
  • RIA Advisory Group first reported a position in Pitney Bowes in Q4 2022 and held it in 3 quarters.
  • RIA Advisory Group's Pitney Bowes position peaked at $147K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.