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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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