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William Howard & Co Financial Advisors’s Pitney Bowes PBI Stock Holding History

William Howard & Co Financial 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
2024
Q3 		– Sell
-12,461
Closed -$63K – 59
2024
Q2 		$63K Buy
12,461
+556
+5% +$2.65K 0.06% 47
2024
Q1 		$52K Buy
+11,905
New +$49.1K 0.05% 44

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

William Howard & Co Financial Advisors's PBI Position: Q3 2024 in Review

William Howard & Co Financial Advisors sold out of Pitney Bowes (PBI) in Q3 2024, closing a stake of 12,461 shares — an estimated $63K sold.

William Howard & Co Financial Advisors first reported a position in PBI in Q1 2024 and held it in 2 quarters. The position peaked at $63K in Q2 2024. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

  • William Howard & Co Financial Advisors reported no remaining Pitney Bowes position as of Q3 2024 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 12,461 Pitney Bowes shares in Q3 2024, an estimated $63K.
  • William Howard & Co Financial Advisors first reported a position in Pitney Bowes in Q1 2024 and held it in 2 quarters.
  • William Howard & Co Financial Advisors's Pitney Bowes position peaked at $63K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on William Howard & Co Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.