TCI Wealth Advisors’s Pitney Bowes PBI Stock Holding History

TCI 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 Q2	–	Sell	-1,003	Closed	-$3.9K	–	1628
2023 Q1	$3.9K	Hold	1,003	–	–	﹤0.01%	1705
2022 Q4	$3.81K	Hold	1,003	–	–	﹤0.01%	1707
2022 Q3	$2K	Sell	1,003 -837	-45%	-$2.69K	﹤0.01%	1967
2022 Q2	$7K	Buy	1,840 +837	+83%	+$3.81K	﹤0.01%	1267
2022 Q1	$5K	Sell	1,003 -512	-34%	-$2.77K	﹤0.01%	1576
2021 Q4	$10K	Buy	1,515 +512	+51%	+$3.63K	﹤0.01%	1187
2021 Q3	$7K	Sell	1,003 -340	-25%	-$2.66K	﹤0.01%	1376
2021 Q2	$12K	Buy	1,343 +127	+10%	+$1.06K	﹤0.01%	863
2021 Q1	$10K	Buy	1,216 +213	+21%	+$1.83K	﹤0.01%	860
2020 Q4	$6K	Hold	1,003	–	–	﹤0.01%	821
2020 Q3	$5K	Hold	1,003	–	–	﹤0.01%	784
2020 Q2	$3K	Buy	1,003 +779	+348%	+$1.95K	﹤0.01%	944
2020 Q1	$0	Hold	224	–	–	﹤0.01%	1685
2019 Q4	$1K	Hold	224	–	–	﹤0.01%	1402
2019 Q3	$1K	Hold	224	–	–	﹤0.01%	1354
2019 Q2	$1K	Hold	224	–	–	﹤0.01%	1268
2019 Q1	$2K	Hold	224	–	–	﹤0.01%	1058
2018 Q4	$1K	Hold	224	–	–	﹤0.01%	1275
2018 Q3	$2K	Hold	224	–	–	﹤0.01%	1062
2018 Q2	$2K	Sell	224 -318	-59%	-$3.07K	﹤0.01%	1114
2018 Q1	$6K	Buy	542 +318	+142%	+$3.94K	﹤0.01%	710
2017 Q4	$3K	Hold	224	–	–	﹤0.01%	925
2017 Q3	$3K	Hold	224	–	–	﹤0.01%	865
2017 Q2	$3K	Hold	224	–	–	﹤0.01%	902
2017 Q1	$3K	Hold	224	–	–	﹤0.01%	857
2016 Q4	$3K	Hold	224	–	–	﹤0.01%	926
2016 Q3	$4K	Hold	224	–	–	﹤0.01%	790
2016 Q2	$4K	Hold	224	–	–	﹤0.01%	780
2016 Q1	$5K	Hold	224	–	–	﹤0.01%	722
2015 Q4	$5K	Hold	224	–	–	﹤0.01%	718
2015 Q3	$4K	Hold	224	–	–	﹤0.01%	674
2015 Q2	$5K	Hold	224	–	–	﹤0.01%	647
2015 Q1	$5K	Buy	+224	New	+$5.21K	﹤0.01%	573

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCP

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

Goldman Sachs New York $871B AUM 31.28% 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

TCI Wealth Advisors's PBI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 1,003 shares — an estimated $3.9K sold.

TCI Wealth Advisors first reported a position in PBI in Q1 2015 and held it in 33 quarters. The position peaked at $12K in Q2 2021. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

TCI Wealth Advisors reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,003 Pitney Bowes shares in Q2 2023, an estimated $3.9K.
TCI Wealth Advisors first reported a position in Pitney Bowes in Q1 2015 and held it in 33 quarters.
TCI Wealth Advisors's Pitney Bowes position peaked at $12K in Q2 2021.
235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.