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WR Wealth Planners’s Pitney Bowes PBI Stock Holding History

WR Wealth Planners’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
-1,123
Closed -$4.86K – 1199
2024
Q1 		$4.86K Buy
+1,123
New +$4.63K ﹤0.01% 726
2023
Q4 		– Sell
-1,096
Closed -$3.31K – 651
2023
Q3 		$3.31K Hold
1,096
– – ﹤0.01% 723
2023
Q2 		$3.88K Buy
1,096
+15
+1% +$52 ﹤0.01% 711
2023
Q1 		$4.21K Buy
1,081
+14
+1% +$59 ﹤0.01% 705
2022
Q4 		$4.06K Buy
1,067
+13
+1% +$44 ﹤0.01% 348
2022
Q3 		$2.46K Buy
1,054
+19
+2% +$61 ﹤0.01% 373
2022
Q2 		$3.75K Buy
1,035
+11
+1% +$50 ﹤0.01% 371
2022
Q1 		$5.33K Buy
+1,024
New +$5.55K ﹤0.01% 351

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

WR Wealth Planners's PBI Position: Q2 2024 in Review

WR Wealth Planners sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 1,123 shares — an estimated $4.86K sold.

WR Wealth Planners first reported a position in PBI in Q1 2022 and held it in 8 quarters. The position peaked at $5.33K in Q1 2022. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

  • WR Wealth Planners reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 1,123 Pitney Bowes shares in Q2 2024, an estimated $4.86K.
  • WR Wealth Planners first reported a position in Pitney Bowes in Q1 2022 and held it in 8 quarters.
  • WR Wealth Planners's Pitney Bowes position peaked at $5.33K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.