Cetera Advisor Networks’s H&R Block HRB Stock Holding History

Cetera Advisor Networks’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 Q1	$353K	Buy	7,179 +1,550	+28%	+$73.6K	﹤0.01%	2167
2023 Q4	$272K	Buy	+5,629	New	+$251K	﹤0.01%	2312
2023 Q2	–	Sell	-5,779	Closed	-$204K	–	2651
2023 Q1	$204K	Buy	+5,779	New	+$214K	﹤0.01%	2315
2020 Q3	–	Sell	-12,284	Closed	-$175K	–	2009
2020 Q2	$175K	Buy	12,284 +142	+1%	+$2.24K	﹤0.01%	1196
2020 Q1	$171K	Buy	12,142 +3,536	+41%	+$74.1K	0.01%	1005
2019 Q4	$202K	Buy	+8,606	New	+$207K	0.01%	1153

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisor Networks's HRB Position: Q1 2024 in Review

Cetera Advisor Networks increased its H&R Block (HRB) stake by 28% in Q1 2024, buying an estimated $73.6K and bringing the position to 7,179 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Cetera Advisor Networks first reported a position in HRB in Q4 2019 and has held it in 6 quarters since. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

Cetera Advisor Networks held 7,179 shares of H&R Block worth $353K as of Q1 2024.
Cetera Advisor Networks bought 1,550 H&R Block shares in Q1 2024, an estimated $73.6K.
H&R Block made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2167 holding.
Cetera Advisor Networks first reported a position in H&R Block in Q4 2019 and has held it in 6 quarters since.
480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.