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Visionary Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Visionary 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
2021
Q1 		– Sell
-40,100
Closed -$247K – 324
2020
Q4 		$247K Buy
40,100
+1,600
+4% +$9.61K 0.03% 261
2020
Q3 		$204K Hold
38,500
– – 0.03% 243
2020
Q2 		$100K Sell
38,500
-1,500
-4% -$3.75K 0.02% 228
2020
Q1 		$82K Sell
40,000
-15,000
-27% -$51.4K 0.02% 196
2019
Q4 		$222K Buy
+55,000
New +$252K 0.04% 194

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Wealth Advisors's PBI Position: Q1 2021 in Review

Visionary Wealth Advisors sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 40,100 shares — an estimated $247K sold.

Visionary Wealth Advisors first reported a position in PBI in Q4 2019 and held it in 5 quarters. The position peaked at $247K in Q4 2020. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

  • Visionary Wealth Advisors reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 40,100 Pitney Bowes shares in Q1 2021, an estimated $247K.
  • Visionary Wealth Advisors first reported a position in Pitney Bowes in Q4 2019 and held it in 5 quarters.
  • Visionary Wealth Advisors's Pitney Bowes position peaked at $247K in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on Visionary Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.