Belpointe Asset Management’s H&R Block HRB Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-998	Closed	-$35.2K	–	1787
2023 Q1	$35.2K	Buy	998 +405	+68%	+$15K	﹤0.01%	1932
2022 Q4	$21.7K	Buy	+593	New	+$24.1K	﹤0.01%	2125

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

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

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

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

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

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

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

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

Belpointe Asset Management's HRB Position: Q2 2023 in Review

Belpointe Asset Management sold out of H&R Block (HRB) in Q2 2023, closing a stake of 998 shares — an estimated $35.2K sold.

Belpointe Asset Management first reported a position in HRB in Q4 2022 and held it in 2 quarters. The position peaked at $35.2K in Q1 2023. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

Belpointe Asset Management reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 998 H&R Block shares in Q2 2023, an estimated $35.2K.
Belpointe Asset Management first reported a position in H&R Block in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's H&R Block position peaked at $35.2K in Q1 2023.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.