AWE
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Avidian Wealth Enterprises’s H&R Block HRB Stock Holding History

Avidian Wealth Enterprises’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
2018
Q2 		– Sell
-22,177
Closed -$564K – 107
2018
Q1 		$564K Buy
22,177
+6,295
+40% +$166K 0.19% 45
2017
Q4 		$416 Buy
+15,882
New +$412K 0.11% 63

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's HRB Position: Q2 2018 in Review

Avidian Wealth Enterprises sold out of H&R Block (HRB) in Q2 2018, closing a stake of 22,177 shares — an estimated $564K sold.

Avidian Wealth Enterprises first reported a position in HRB in Q4 2017 and held it in 2 quarters. The position peaked at $564K in Q1 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q2 2018.

  • Avidian Wealth Enterprises reported no remaining H&R Block position as of Q2 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 22,177 H&R Block shares in Q2 2018, an estimated $564K.
  • Avidian Wealth Enterprises first reported a position in H&R Block in Q4 2017 and held it in 2 quarters.
  • Avidian Wealth Enterprises's H&R Block position peaked at $564K in Q1 2018.
  • 451 funds tracked by Wall St. Rank held H&R Block as of Q2 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2018, filed 14 Aug 2018.