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

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-353
Closed -$18.4K – 1002
2024
Q4 		$18.4K Hold
353
– – ﹤0.01% 913
2024
Q3 		$22.5K Hold
353
– – ﹤0.01% 826
2024
Q2 		$19.1K Buy
+353
New +$17.6K ﹤0.01% 808
2023
Q4 		$580 Sell
12
-13
-52% -$579 ﹤0.01% 1500
2023
Q3 		$913 Buy
25
+13
+108% +$480 ﹤0.01% 945
2023
Q2 		$384 Buy
+12
New +$388 ﹤0.01% 1259
2023
Q1 		– Sell
-25
Closed -$913 – 598
2022
Q4 		$913 Buy
+25
New +$1.02K ﹤0.01% 946

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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coppell Advisory Solutions's HRB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of H&R Block (HRB) in Q1 2025, closing a stake of 353 shares — an estimated $18.4K sold.

Coppell Advisory Solutions first reported a position in HRB in Q4 2022 and held it in 7 quarters. The position peaked at $22.5K in Q3 2024. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 353 H&R Block shares in Q1 2025, an estimated $18.4K.
  • Coppell Advisory Solutions first reported a position in H&R Block in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's H&R Block position peaked at $22.5K in Q3 2024.
  • 562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.