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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 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. 268 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.
268 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.