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Sutton Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Sutton 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
Q1 		– Sell
-4,216
Closed -$16K – 1346
2022
Q4 		$16K Buy
4,216
+1,493
+55% +$5.03K 0.01% 785
2022
Q3 		$6.34K Buy
2,723
+624
+30% +$2K ﹤0.01% 1019
2022
Q2 		$7.6K Sell
2,099
-1,225
-37% -$5.58K ﹤0.01% 979
2022
Q1 		$17.3K Buy
3,324
+946
+40% +$5.13K 0.01% 757
2021
Q4 		$15.8K Buy
2,378
+279
+13% +$1.98K 0.01% 786
2021
Q3 		$15.1K Sell
2,099
-104
-5% -$814 0.01% 781
2021
Q2 		$19.3K Sell
2,203
-1
-0% -$8 0.01% 714
2021
Q1 		$18.2K Buy
2,204
+105
+5% +$900 0.01% 701
2020
Q4 		$12.9K Hold
2,099
– – 0.01% 740
2020
Q3 		$11.1K Hold
2,099
– – 0.01% 709
2020
Q2 		$5.46K Sell
2,099
-4,401
-68% -$11K ﹤0.01% 848
2020
Q1 		$13.3K Buy
+6,500
New +$22.3K 0.01% 582
2019
Q3 		– Sell
-1,938
Closed -$8.29K – 1204
2019
Q2 		$8.29K Buy
+1,938
New +$10.4K ﹤0.01% 821

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sutton Wealth Advisors's PBI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 4,216 shares — an estimated $16K sold.

Sutton Wealth Advisors first reported a position in PBI in Q2 2019 and held it in 13 quarters. The position peaked at $19.3K in Q2 2021. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4,216 Pitney Bowes shares in Q1 2023, an estimated $16K.
  • Sutton Wealth Advisors first reported a position in Pitney Bowes in Q2 2019 and held it in 13 quarters.
  • Sutton Wealth Advisors's Pitney Bowes position peaked at $19.3K in Q2 2021.
  • 261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.