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Wealth Alliance’s Pitney Bowes PBI Stock Holding History

Wealth Alliance’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
2024
Q2 		– Sell
-15,000
Closed -$65K – 539
2024
Q1 		$65K Hold
15,000
– – 0.01% 509
2023
Q4 		$66K Hold
15,000
– – 0.01% 505
2023
Q3 		$45.3K Hold
15,000
– – 0.01% 483
2023
Q2 		$53.1K Hold
15,000
– – 0.01% 503
2023
Q1 		$58.4K Buy
+15,000
New +$63K 0.01% 493
2022
Q4 		– Sell
-15,000
Closed -$35K – 504
2022
Q3 		$35K Hold
15,000
– – 0.01% 445
2022
Q2 		$54K Hold
15,000
– – 0.01% 432
2022
Q1 		$78K Buy
+15,000
New +$81.3K 0.02% 440

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Wealth Alliance's PBI Position: Q2 2024 in Review

Wealth Alliance sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 15,000 shares — an estimated $65K sold.

Wealth Alliance first reported a position in PBI in Q1 2022 and held it in 8 quarters. The position peaked at $78K in Q1 2022. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

  • Wealth Alliance reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
  • Wealth Alliance sold 15,000 Pitney Bowes shares in Q2 2024, an estimated $65K.
  • Wealth Alliance first reported a position in Pitney Bowes in Q1 2022 and held it in 8 quarters.
  • Wealth Alliance's Pitney Bowes position peaked at $78K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.