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SOA Wealth Advisors’s Pitney Bowes PBI Stock Holding History

SOA Wealth 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
Q3 		– Sell
-3,231
Closed -$11.4K – 955
2023
Q2 		$11.4K Hold
3,231
– – ﹤0.01% 515
2023
Q1 		$12.6K Hold
3,231
– – ﹤0.01% 502
2022
Q4 		$12.3K Hold
3,231
– – ﹤0.01% 493
2022
Q3 		$7K Hold
3,231
– – ﹤0.01% 561
2022
Q2 		$11K Hold
3,231
– – ﹤0.01% 485
2022
Q1 		$16K Hold
3,231
– – ﹤0.01% 504
2021
Q4 		$21K Hold
3,231
– – 0.01% 440
2021
Q3 		$23K Hold
3,231
– – 0.01% 431
2021
Q2 		$28K Hold
3,231
– – 0.01% 402
2021
Q1 		$26K Hold
3,231
– – 0.01% 356
2020
Q4 		$29K Buy
+3,231
New +$19.4K 0.01% 339

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

SOA Wealth Advisors's PBI Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Pitney Bowes (PBI) in Q3 2023, closing a stake of 3,231 shares — an estimated $11.4K sold.

SOA Wealth Advisors first reported a position in PBI in Q4 2020 and held it in 11 quarters. The position peaked at $29K in Q4 2020. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Pitney Bowes position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 3,231 Pitney Bowes shares in Q3 2023, an estimated $11.4K.
  • SOA Wealth Advisors first reported a position in Pitney Bowes in Q4 2020 and held it in 11 quarters.
  • SOA Wealth Advisors's Pitney Bowes position peaked at $29K in Q4 2020.
  • 223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.