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Coppell Advisory Solutions Corp’s H&R Block HRB Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-25
Closed -$913 – 598
2022
Q4 		$913 Buy
+25
New +$1.02K ﹤0.01% 946

Other funds holding HRB

Fidelity Investments
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Coppell Advisory Solutions Corp's HRB Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of H&R Block (HRB) in Q1 2023, closing a stake of 25 shares — an estimated $913 sold.

Coppell Advisory Solutions Corp first reported a position in HRB in Q4 2022 and held it in 1 quarter. The position peaked at $913 in Q4 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 25 H&R Block shares in Q1 2023, an estimated $913.
  • Coppell Advisory Solutions Corp first reported a position in H&R Block in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's H&R Block position peaked at $913 in Q4 2022.
  • 422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.