Wagner Wealth Management (South Carolina)’s Pitney Bowes PBI Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-517	Closed	-$1K	–	576
2022 Q3	$1K	Hold	517	–	–	﹤0.01%	654
2022 Q2	$2K	Buy	+517	New	+$2.36K	﹤0.01%	628
2022 Q1	–	Sell	-1,034	Closed	-$7K	–	532
2021 Q4	$7K	Hold	1,034	–	–	0.01%	535
2021 Q3	$7K	Sell	1,034 -72	-7%	-$564	0.01%	509
2021 Q2	$10K	Hold	1,106	–	–	0.01%	494
2021 Q1	$9K	Buy	+1,106	New	+$9.48K	0.01%	479
2018 Q3	$8K	Hold	1,106	–	–	0.01%	443
2018 Q2	$9K	Hold	1,106	–	–	0.01%	411
2018 Q1	$12K	Hold	1,106	–	–	0.01%	351
2017 Q4	$15K	Buy	+1,106	New	+$13K	0.01%	349

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCP

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

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

Wagner Wealth Management (South Carolina)'s PBI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Pitney Bowes (PBI) in Q4 2022, closing a stake of 517 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in PBI in Q4 2017 and held it in 10 quarters. The position peaked at $15K in Q4 2017. 269 funds tracked by Wall St. Rank hold PBI as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Pitney Bowes position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 517 Pitney Bowes shares in Q4 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in Pitney Bowes in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Pitney Bowes position peaked at $15K in Q4 2017.
269 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.