CA
HRB icon

Centerpoint Advisors’s H&R Block HRB Stock Holding History

Centerpoint 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
2023
Q4 		– Sell
-33
Closed -$1K – 501
2023
Q3 		$1K Hold
33
– – ﹤0.01% 503
2023
Q2 		$1K Hold
33
– – ﹤0.01% 505
2023
Q1 		$1K Buy
+33
New +$1.22K ﹤0.01% 501

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Centerpoint Advisors's HRB Position: Q4 2023 in Review

Centerpoint Advisors sold out of H&R Block (HRB) in Q4 2023, closing a stake of 33 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in HRB in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 467 funds tracked by Wall St. Rank hold HRB as of Q4 2023.

  • Centerpoint Advisors reported no remaining H&R Block position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 33 H&R Block shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in H&R Block in Q1 2023 and held it in 3 quarters.
  • Centerpoint Advisors's H&R Block position peaked at $1K in Q3 2023.
  • 467 funds tracked by Wall St. Rank held H&R Block as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.