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ClearAlpha Technologies’s H&R Block HRB Stock Holding History

ClearAlpha Technologies’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
Q4 		– Sell
-4,713
Closed -$300K – 159
2024
Q3 		$300K Sell
4,713
-1,420
-23% -$84.6K 0.08% 122
2024
Q2 		$333K Sell
6,133
-2,088
-25% -$104K 0.11% 169
2024
Q1 		$404K Sell
8,221
-7,345
-47% -$349K 0.17% 202
2023
Q4 		$753K Buy
+15,566
New +$694K 0.28% 98

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

ClearAlpha Technologies's HRB Position: Q4 2024 in Review

ClearAlpha Technologies sold out of H&R Block (HRB) in Q4 2024, closing a stake of 4,713 shares — an estimated $300K sold.

ClearAlpha Technologies first reported a position in HRB in Q4 2023 and held it in 4 quarters. The position peaked at $753K in Q4 2023. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • ClearAlpha Technologies reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • ClearAlpha Technologies sold 4,713 H&R Block shares in Q4 2024, an estimated $300K.
  • ClearAlpha Technologies first reported a position in H&R Block in Q4 2023 and held it in 4 quarters.
  • ClearAlpha Technologies's H&R Block position peaked at $753K in Q4 2023.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on ClearAlpha Technologies's 13F filing for Q4 2024, filed 14 Feb 2025.