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Aviance Capital Partners’s H&R Block HRB Stock Holding History

Aviance Capital 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
Q1 		– Sell
-31,097
Closed -$733K – 257
2021
Q4 		$733K Sell
31,097
-6,485
-17% -$157K 0.12% 160
2021
Q3 		$940K Buy
+37,582
New +$936K 0.17% 147

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aviance Capital Partners's HRB Position: Q1 2022 in Review

Aviance Capital Partners sold out of H&R Block (HRB) in Q1 2022, closing a stake of 31,097 shares — an estimated $733K sold.

Aviance Capital Partners first reported a position in HRB in Q3 2021 and held it in 2 quarters. The position peaked at $940K in Q3 2021. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

  • Aviance Capital Partners reported no remaining H&R Block position as of Q1 2022 after selling out during the quarter.
  • Aviance Capital Partners sold 31,097 H&R Block shares in Q1 2022, an estimated $733K.
  • Aviance Capital Partners first reported a position in H&R Block in Q3 2021 and held it in 2 quarters.
  • Aviance Capital Partners's H&R Block position peaked at $940K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Aviance Capital Partners's 13F filing for Q1 2022, filed 6 May 2022.