Annapolis Financial Services’s H&R Block HRB Stock Holding History

Annapolis Financial Services’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
2024 Q3	$548	Buy	+9	New	+$536	﹤0.01%	394
2024 Q1	–	Sell	-86	Closed	-$4.16K	–	406
2023 Q4	$4.16K	Hold	86	–	–	﹤0.01%	401
2023 Q3	$3.7K	Hold	86	–	–	﹤0.01%	409
2023 Q2	$2.74K	Hold	86	–	–	﹤0.01%	425
2023 Q1	$3.03K	Hold	86	–	–	﹤0.01%	386
2022 Q4	$3.14K	Hold	86	–	–	﹤0.01%	382
2022 Q3	$4K	Hold	86	–	–	﹤0.01%	411
2022 Q2	$3K	Hold	86	–	–	﹤0.01%	363
2022 Q1	$2K	Hold	86	–	–	﹤0.01%	410
2021 Q4	$2K	Hold	86	–	–	﹤0.01%	411
2021 Q3	$2K	Hold	86	–	–	﹤0.01%	401
2021 Q2	$2K	Hold	86	–	–	﹤0.01%	376
2021 Q1	$2K	Hold	86	–	–	﹤0.01%	363
2020 Q4	$1K	Buy	+86	New	+$1.49K	﹤0.01%	389

Other funds holding HRB

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

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Annapolis Financial Services's HRB Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in H&R Block (HRB) in Q3 2024: 9 shares worth $548. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in HRB as recently as Q4 2023.

Annapolis Financial Services first reported a position in HRB in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.16K in Q4 2023. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

Annapolis Financial Services held 9 shares of H&R Block worth $548 as of Q3 2024.
H&R Block was a new Annapolis Financial Services position in Q3 2024.
H&R Block made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #394 holding.
Annapolis Financial Services first reported a position in H&R Block in Q4 2020 and has held it in 14 quarters since.
Annapolis Financial Services's H&R Block position peaked at $4.16K in Q4 2023.
542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.