Centaurus Financial’s H&R Block HRB Stock Holding History

Centaurus Financial’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	-4,085	Closed	-$144K	–	831
2023 Q1	$144K	Buy	+4,085	New	+$151K	0.01%	753
2022 Q4	–	Sell	-3,362	Closed	-$143K	–	876
2022 Q3	$143K	Buy	+3,362	New	+$142K	0.01%	708
2018 Q3	–	Sell	-866	Closed	-$20K	–	1194
2018 Q2	$20K	Buy	+866	New	+$23K	﹤0.01%	1272

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 $3.37T AUM 44.26% 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

Centaurus Financial's HRB Position: Q2 2023 in Review

Centaurus Financial sold out of H&R Block (HRB) in Q2 2023, closing a stake of 4,085 shares — an estimated $144K sold.

Centaurus Financial first reported a position in HRB in Q2 2018 and held it in 3 quarters. The position peaked at $144K in Q1 2023. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

Centaurus Financial reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
Centaurus Financial sold 4,085 H&R Block shares in Q2 2023, an estimated $144K.
Centaurus Financial first reported a position in H&R Block in Q2 2018 and held it in 3 quarters.
Centaurus Financial's H&R Block position peaked at $144K in Q1 2023.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.