B. Riley Wealth Advisors’s H&R Block HRB Stock Holding History

B. Riley Wealth Advisors’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
2023 Q1	–	Sell	-10,528	Closed	-$387K	–	1567
2022 Q4	$387K	Buy	+10,528	New	+$428K	0.01%	898
2015 Q1	–	Sell	-100	Closed	-$3K	–	1196
2014 Q4	$3K	Buy	+100	New	+$3.2K	﹤0.01%	3307
2014 Q3	–	Sell	-516	Closed	-$17.3K	–	1194
2014 Q2	$17.3K	Buy	+516	New	+$15.4K	﹤0.01%	1532

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

B. Riley Wealth Advisors's HRB Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of H&R Block (HRB) in Q1 2023, closing a stake of 10,528 shares — an estimated $387K sold.

B. Riley Wealth Advisors first reported a position in HRB in Q2 2014 and held it in 3 quarters. The position peaked at $387K in Q4 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

B. Riley Wealth Advisors reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,528 H&R Block shares in Q1 2023, an estimated $387K.
B. Riley Wealth Advisors first reported a position in H&R Block in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's H&R Block position peaked at $387K in Q4 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.