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

Accurate 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
Q1 		– Sell
-2,351
Closed -$85.5K – 766
2022
Q4 		$85.5K Buy
+2,351
New +$95.5K 0.03% 333

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Accurate Wealth Management's HRB Position: Q1 2023 in Review

Accurate Wealth Management sold out of H&R Block (HRB) in Q1 2023, closing a stake of 2,351 shares — an estimated $85.5K sold.

Accurate Wealth Management first reported a position in HRB in Q4 2022 and held it in 1 quarter. The position peaked at $85.5K in Q4 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

  • Accurate Wealth Management reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2,351 H&R Block shares in Q1 2023, an estimated $85.5K.
  • Accurate Wealth Management first reported a position in H&R Block in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's H&R Block position peaked at $85.5K in Q4 2022.
  • 422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.