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Benjamin F. Edwards & Company’s H&R Block HRB Stock Holding History

Benjamin F. Edwards & Company’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
Q4 		– Sell
-1,000
Closed -$26K – 1596
2017
Q3 		$26K Buy
+1,000
New +$29K ﹤0.01% 910

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Benjamin F. Edwards & Company's HRB Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of H&R Block (HRB) in Q2 2020, closing a stake of 7,680 shares — an estimated $108K sold.

Benjamin F. Edwards & Company first reported a position in HRB in Q2 2013 and held it in 28 quarters. The position peaked at $278K in Q3 2015. 384 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

  • Benjamin F. Edwards & Company reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 7,680 H&R Block shares in Q2 2020, an estimated $108K.
  • Benjamin F. Edwards & Company first reported a position in H&R Block in Q2 2013 and held it in 28 quarters.
  • Benjamin F. Edwards & Company's H&R Block position peaked at $278K in Q3 2015.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.