Cary Street Partners Investment Advisory’s H&R Block HRB Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-650	Closed	-$28K	–	1139
2023 Q3	$28K	Buy	650 +600	+1,200%	+$22.2K	﹤0.01%	1015
2023 Q2	$1.59K	Hold	50	–	–	﹤0.01%	1612
2023 Q1	$1.76K	Hold	50	–	–	﹤0.01%	1513
2022 Q4	$1.83K	Buy	+50	New	+$2.03K	﹤0.01%	1521

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's HRB Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of H&R Block (HRB) in Q4 2023, closing a stake of 650 shares — an estimated $28K sold.

Cary Street Partners Investment Advisory first reported a position in HRB in Q4 2022 and held it in 4 quarters. The position peaked at $28K in Q3 2023. 467 funds tracked by Wall St. Rank hold HRB as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining H&R Block position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 650 H&R Block shares in Q4 2023, an estimated $28K.
Cary Street Partners Investment Advisory first reported a position in H&R Block in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's H&R Block position peaked at $28K in Q3 2023.
467 funds tracked by Wall St. Rank held H&R Block as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.