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Toth Financial Advisory’s Pitney Bowes PBI Stock Holding History

Toth Financial Advisory’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
2022
Q1 		– Sell
-100
Closed -$1K – 780
2021
Q4 		$1K Hold
100
– – ﹤0.01% 709
2021
Q3 		$1K Hold
100
– – ﹤0.01% 721
2021
Q2 		$1K Hold
100
– – ﹤0.01% 659
2021
Q1 		$1K Hold
100
– – ﹤0.01% 646
2020
Q4 		$1K Buy
+100
New +$601 ﹤0.01% 579

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Toth Financial Advisory's PBI Position: Q1 2022 in Review

Toth Financial Advisory sold out of Pitney Bowes (PBI) in Q1 2022, closing a stake of 100 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in PBI in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 258 funds tracked by Wall St. Rank hold PBI as of Q1 2022.

  • Toth Financial Advisory reported no remaining Pitney Bowes position as of Q1 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Pitney Bowes shares in Q1 2022, an estimated $1K.
  • Toth Financial Advisory first reported a position in Pitney Bowes in Q4 2020 and held it in 5 quarters.
  • Toth Financial Advisory's Pitney Bowes position peaked at $1K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2022.

Based on Toth Financial Advisory's 13F filing for Q1 2022, filed 26 Apr 2022.