Running Point Capital Advisors’s Pitney Bowes PBI Stock Holding History

Running Point Capital 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 Q1	–	Sell	-10,000	Closed	-$38K	–	193
2022 Q4	$38K	Sell	10,000 -10,000	-50%	-$33.7K	0.02%	167
2022 Q3	$47K	Hold	20,000	–	–	0.03%	156
2022 Q2	$72K	Hold	20,000	–	–	0.05%	149
2022 Q1	$104K	Buy	+20,000	New	+$108K	0.06%	132

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Running Point Capital Advisors's PBI Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 10,000 shares — an estimated $38K sold.

Running Point Capital Advisors first reported a position in PBI in Q1 2022 and held it in 4 quarters. The position peaked at $104K in Q1 2022. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

Running Point Capital Advisors reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 10,000 Pitney Bowes shares in Q1 2023, an estimated $38K.
Running Point Capital Advisors first reported a position in Pitney Bowes in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Pitney Bowes position peaked at $104K in Q1 2022.
261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.