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AdvisorShares Investments’s H&R Block HRB Stock Holding History

AdvisorShares Investments’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
2025
Q3 		– Sell
-8,000
Closed -$439K – 325
2025
Q2 		$439K Buy
+8,000
New +$462K 0.08% 187
2025
Q1 		– Sell
-7,600
Closed -$402K – 289
2024
Q4 		$402K Buy
+7,600
New +$447K 0.08% 183
2024
Q1 		– Sell
-10,359
Closed -$501K – 301
2023
Q4 		$501K Sell
10,359
-121
-1% -$5.39K 0.12% 102
2023
Q3 		$451K Buy
+10,480
New +$387K 0.12% 66
2023
Q1 		– Sell
-8,864
Closed -$324K – 307
2022
Q4 		$324K Sell
8,864
-1,728
-16% -$70.2K 0.09% 189
2022
Q3 		$451K Buy
+10,592
New +$448K 0.12% 110

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return