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World Investment Advisors’s Pitney Bowes PBI Stock Holding History

World Investment 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
Q1 		– Sell
-10,000
Closed -$44K – 450
2023
Q4 		$44K Hold
10,000
– – 0.01% 376
2023
Q3 		$30.2K Hold
10,000
– – 0.01% 263
2023
Q2 		$35.4K Hold
10,000
– – 0.01% 262
2023
Q1 		$38.9K Hold
10,000
– – 0.01% 240
2022
Q4 		$38K Hold
10,000
– – 0.01% 238
2022
Q3 		$23K Hold
10,000
– – 0.01% 243
2022
Q2 		$33K Hold
10,000
– – 0.01% 260
2022
Q1 		$52K Hold
10,000
– – 0.01% 269
2021
Q4 		$49K Buy
+10,000
New +$70.9K 0.01% 266

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

World Investment Advisors's PBI Position: Q1 2024 in Review

World Investment Advisors sold out of Pitney Bowes (PBI) in Q1 2024, closing a stake of 10,000 shares — an estimated $44K sold.

World Investment Advisors first reported a position in PBI in Q4 2021 and held it in 9 quarters. The position peaked at $52K in Q1 2022. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

  • World Investment Advisors reported no remaining Pitney Bowes position as of Q1 2024 after selling out during the quarter.
  • World Investment Advisors sold 10,000 Pitney Bowes shares in Q1 2024, an estimated $44K.
  • World Investment Advisors first reported a position in Pitney Bowes in Q4 2021 and held it in 9 quarters.
  • World Investment Advisors's Pitney Bowes position peaked at $52K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on World Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.