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Clarfeld Financial Advisors’s H&R Block HRB Stock Holding History

Clarfeld Financial 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
2018
Q4 		$4K Buy
+148
New +$3.95K ﹤0.01% 361

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Clarfeld Financial Advisors's HRB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in H&R Block (HRB) in Q4 2018: 148 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings.

461 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

  • Clarfeld Financial Advisors held 148 shares of H&R Block worth $4K as of Q4 2018.
  • H&R Block was a new Clarfeld Financial Advisors position in Q4 2018.
  • H&R Block made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #361 holding.
  • 461 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.