Axiom Advisory’s H&R Block HRB Stock Holding History

Axiom Advisory’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	$1.08M	Buy	18,048 +282	+2%	+$16.8K	0.01%	153
2024 Q2	$884K	Buy	+17,766	New	+$884K	0.01%	163

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

Axiom Advisory's HRB Position: Q3 2024 in Review

Axiom Advisory increased its H&R Block (HRB) stake by 1.6% in Q3 2024, buying an estimated $16.8K and bringing the position to 18,048 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #153.

Axiom Advisory first reported a position in HRB in Q2 2024 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

Axiom Advisory held 18,048 shares of H&R Block worth $1.08M as of Q3 2024.
Axiom Advisory bought 282 H&R Block shares in Q3 2024, an estimated $16.8K.
H&R Block made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #153 holding.
Axiom Advisory first reported a position in H&R Block in Q2 2024 and has held it in 2 quarters since.
542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.