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Advisor Partners’s H&R Block HRB Stock Holding History

Advisor Partners’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
2022
Q2 		$268K Buy
+7,598
New +$235K 0.02% 684

Other funds holding HRB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advisor Partners's HRB Position: Q2 2022 in Review

Advisor Partners opened a new position in H&R Block (HRB) in Q2 2022: 7,598 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #684 among its holdings.

434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

  • Advisor Partners held 7,598 shares of H&R Block worth $268K as of Q2 2022.
  • H&R Block was a new Advisor Partners position in Q2 2022.
  • H&R Block made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #684 holding.
  • 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.