Accel Wealth Management’s H&R Block HRB Stock Holding History

Accel Wealth Management’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-127	Closed	-$4.47K	–	474
2023 Q1	$4.47K	Buy	127 +1	+0.8%	+$37	﹤0.01%	1028
2022 Q4	$4.59K	Hold	126	–	–	﹤0.01%	824
2022 Q3	$5K	Buy	126 +1	+0.8%	+$42	﹤0.01%	839
2022 Q2	$5K	Sell	125 -214	-63%	-$6.61K	﹤0.01%	805
2022 Q1	$9K	Buy	339 +3	+0.9%	+$73	﹤0.01%	720
2021 Q4	$8K	Buy	336 +121	+56%	+$2.94K	﹤0.01%	742
2021 Q3	$5K	Sell	215 -119	-36%	-$2.96K	﹤0.01%	738
2021 Q2	$8K	Buy	334 +2	+0.6%	+$47	0.01%	725
2021 Q1	$7K	Buy	332 +2	+0.6%	+$38	0.01%	707
2020 Q4	$5K	Buy	+330	New	+$5.7K	﹤0.01%	713

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accel Wealth Management's HRB Position: Q2 2023 in Review

Accel Wealth Management sold out of H&R Block (HRB) in Q2 2023, closing a stake of 127 shares — an estimated $4.47K sold.

Accel Wealth Management first reported a position in HRB in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q1 2022. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

Accel Wealth Management reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 127 H&R Block shares in Q2 2023, an estimated $4.47K.
Accel Wealth Management first reported a position in H&R Block in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's H&R Block position peaked at $9K in Q1 2022.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.