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

BCS 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
2024
Q3 		– Sell
-4,611
Closed -$250K – 168
2024
Q2 		$250K Hold
4,611
– – 0.12% 133
2024
Q1 		$226K Hold
4,611
– – 0.07% 220
2023
Q4 		$223K Buy
+4,611
New +$206K 0.08% 200

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCS Wealth Management's HRB Position: Q3 2024 in Review

BCS Wealth Management sold out of H&R Block (HRB) in Q3 2024, closing a stake of 4,611 shares — an estimated $250K sold.

BCS Wealth Management first reported a position in HRB in Q4 2023 and held it in 3 quarters. The position peaked at $250K in Q2 2024. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • BCS Wealth Management reported no remaining H&R Block position as of Q3 2024 after selling out during the quarter.
  • BCS Wealth Management sold 4,611 H&R Block shares in Q3 2024, an estimated $250K.
  • BCS Wealth Management first reported a position in H&R Block in Q4 2023 and held it in 3 quarters.
  • BCS Wealth Management's H&R Block position peaked at $250K in Q2 2024.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on BCS Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.