AWM
HRB icon

Avior Wealth Management’s H&R Block HRB Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-362
Closed -$19.1K – 1455
2024
Q4 		$19.1K Buy
362
+282
+353% +$16.6K ﹤0.01% 1423
2024
Q3 		$5.08K Buy
80
+57
+248% +$3.4K ﹤0.01% 1775
2024
Q2 		$1.25K Hold
23
– – ﹤0.01% 2005
2024
Q1 		$1.13K Buy
+23
New +$1.09K ﹤0.01% 2380

Other funds holding HRB

BlackRock
BlackRock New York $5.72T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $60.8B 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's HRB Position: Q1 2025 in Review

Avior Wealth Management sold out of H&R Block (HRB) in Q1 2025, closing a stake of 362 shares — an estimated $19.1K sold.

Avior Wealth Management first reported a position in HRB in Q1 2024 and held it in 4 quarters. The position peaked at $19.1K in Q4 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Avior Wealth Management reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 362 H&R Block shares in Q1 2025, an estimated $19.1K.
  • Avior Wealth Management first reported a position in H&R Block in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's H&R Block position peaked at $19.1K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.