AXQ Capital’s H&R Block HRB Stock Holding History

AXQ Capital’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 Q2	–	Sell	-23,988	Closed	-$1.18M	–	569
2024 Q1	$1.18M	Buy	+23,988	New	+$1.14M	0.28%	112
2023 Q4	–	Sell	-27,500	Closed	-$1.18M	–	727
2023 Q3	$1.18M	Buy	+27,500	New	+$1.02M	0.42%	64

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AXQ Capital's HRB Position: Q2 2024 in Review

AXQ Capital sold out of H&R Block (HRB) in Q2 2024, closing a stake of 23,988 shares — an estimated $1.18M sold.

AXQ Capital first reported a position in HRB in Q3 2023 and held it in 2 quarters. The position peaked at $1.18M in Q3 2023. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

AXQ Capital reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
AXQ Capital sold 23,988 H&R Block shares in Q2 2024, an estimated $1.18M.
AXQ Capital first reported a position in H&R Block in Q3 2023 and held it in 2 quarters.
AXQ Capital's H&R Block position peaked at $1.18M in Q3 2023.
495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on AXQ Capital's 13F filing for Q2 2024, filed 13 Aug 2024.