CFA
HRB icon

Camarda Financial Advisors’s H&R Block HRB Stock Holding History

Camarda Financial 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
2022
Q1 		– Sell
-29,708
Closed -$700K – 114
2021
Q4 		$700K Buy
+29,708
New +$721K 0.4% 41

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Camarda Financial Advisors's HRB Position: Q1 2022 in Review

Camarda Financial Advisors sold out of H&R Block (HRB) in Q1 2022, closing a stake of 29,708 shares — an estimated $700K sold.

Camarda Financial Advisors first reported a position in HRB in Q4 2021 and held it in 1 quarter. The position peaked at $700K in Q4 2021. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

  • Camarda Financial Advisors reported no remaining H&R Block position as of Q1 2022 after selling out during the quarter.
  • Camarda Financial Advisors sold 29,708 H&R Block shares in Q1 2022, an estimated $700K.
  • Camarda Financial Advisors first reported a position in H&R Block in Q4 2021 and held it in 1 quarter.
  • Camarda Financial Advisors's H&R Block position peaked at $700K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Camarda Financial Advisors's 13F filing for Q1 2022, filed 10 May 2022.