Wipfli Financial Advisors’s Pitney Bowes PBI Stock Holding History

Wipfli 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
2022 Q3	$8K	Buy	+3,280	New	+$10.5K	﹤0.01%	1932

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's PBI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Pitney Bowes (PBI) in Q3 2022: 3,280 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1932 among its holdings.

263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

Wipfli Financial Advisors held 3,280 shares of Pitney Bowes worth $8K as of Q3 2022.
Pitney Bowes was a new Wipfli Financial Advisors position in Q3 2022.
Pitney Bowes made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1932 holding.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.