American Portfolios Advisors’s H&R Block HRB Stock Holding History

American Portfolios Advisors’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 Q3	$36.5K	Buy	858 +96	+13%	+$4.06K	﹤0.01%	1884
2022 Q2	$26.9K	Buy	+762	New	+$23.5K	﹤0.01%	2075
2020 Q4	–	Sell	-1,067	Closed	-$17.4K	–	3033
2020 Q3	$17.4K	Buy	+1,067	New	+$15.7K	﹤0.01%	1757
2018 Q1	–	Sell	-1,000	Closed	-$26.2K	–	2351
2017 Q4	$26.2K	Buy	+1,000	New	+$26K	﹤0.01%	1232

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Portfolios Advisors's HRB Position: Q3 2022 in Review

American Portfolios Advisors increased its H&R Block (HRB) stake by 13% in Q3 2022, buying an estimated $4.06K and bringing the position to 858 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

American Portfolios Advisors first reported a position in HRB in Q4 2017 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

American Portfolios Advisors held 858 shares of H&R Block worth $36.5K as of Q3 2022.
American Portfolios Advisors bought 96 H&R Block shares in Q3 2022, an estimated $4.06K.
H&R Block made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1884 holding.
American Portfolios Advisors first reported a position in H&R Block in Q4 2017 and has held it in 4 quarters since.
458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.