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Capital Performance Advisors’s H&R Block HRB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,898
Closed -$121K – 1275
2024
Q3 		$121K Buy
+1,898
New +$113K 0.04% 170

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital Performance Advisors's HRB Position: Q4 2024 in Review

Capital Performance Advisors sold out of H&R Block (HRB) in Q4 2024, closing a stake of 1,898 shares — an estimated $121K sold.

Capital Performance Advisors first reported a position in HRB in Q3 2024 and held it in 1 quarter. The position peaked at $121K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Capital Performance Advisors reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,898 H&R Block shares in Q4 2024, an estimated $121K.
  • Capital Performance Advisors first reported a position in H&R Block in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's H&R Block position peaked at $121K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.