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Tradewinds Capital Management’s Pitney Bowes PBI Stock Holding History

Tradewinds Capital Management’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
-150
Closed -$531 – 519
2023
Q2 		$531 Hold
150
– – ﹤0.01% 410
2023
Q1 		$584 Buy
+150
New +$630 ﹤0.01% 409

Other funds holding PBI

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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

Tradewinds Capital Management's PBI Position: Q3 2023 in Review

Tradewinds Capital Management sold out of Pitney Bowes (PBI) in Q3 2023, closing a stake of 150 shares — an estimated $531 sold.

Tradewinds Capital Management first reported a position in PBI in Q1 2023 and held it in 2 quarters. The position peaked at $584 in Q1 2023. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

  • Tradewinds Capital Management reported no remaining Pitney Bowes position as of Q3 2023 after selling out during the quarter.
  • Tradewinds Capital Management sold 150 Pitney Bowes shares in Q3 2023, an estimated $531.
  • Tradewinds Capital Management first reported a position in Pitney Bowes in Q1 2023 and held it in 2 quarters.
  • Tradewinds Capital Management's Pitney Bowes position peaked at $584 in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on Tradewinds Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.