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Beacon Investment Advisory Services’s H&R Block HRB Stock Holding History

Beacon Investment Advisory Services’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
2017
Q3 		– Sell
-6,000
Closed -$185K – 268
2017
Q2 		$185K Buy
+6,000
New +$157K 0.03% 111

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First Eagle Investment Management
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Bank of New York Mellon
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AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JAM
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APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Investment Advisory Services's HRB Position: Q2 2018 in Review

Beacon Investment Advisory Services sold out of H&R Block (HRB) in Q2 2018, closing a stake of 8,885 shares — an estimated $226K sold.

Beacon Investment Advisory Services first reported a position in HRB in Q2 2017 and held it in 4 quarters. The position peaked at $522K in Q3 2017. 452 funds tracked by Wall St. Rank hold HRB as of Q2 2018.

  • Beacon Investment Advisory Services reported no remaining H&R Block position as of Q2 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 8,885 H&R Block shares in Q2 2018, an estimated $226K.
  • Beacon Investment Advisory Services first reported a position in H&R Block in Q2 2017 and held it in 4 quarters.
  • Beacon Investment Advisory Services's H&R Block position peaked at $522K in Q3 2017.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q2 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2018, filed 9 Aug 2018.