Crewe Advisors’s H&R Block HRB Stock Holding History

Crewe 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
2023 Q1	–	Sell	-67	Closed	-$2.45K	–	923
2022 Q4	$2.45K	Sell	67 -152	-69%	-$6.18K	﹤0.01%	809
2022 Q3	$9K	Hold	219	–	–	﹤0.01%	692
2022 Q2	$8K	Buy	+219	New	+$6.76K	﹤0.01%	657

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Crewe Advisors's HRB Position: Q1 2023 in Review

Crewe Advisors sold out of H&R Block (HRB) in Q1 2023, closing a stake of 67 shares — an estimated $2.45K sold.

Crewe Advisors first reported a position in HRB in Q2 2022 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Crewe Advisors reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 67 H&R Block shares in Q1 2023, an estimated $2.45K.
Crewe Advisors first reported a position in H&R Block in Q2 2022 and held it in 3 quarters.
Crewe Advisors's H&R Block position peaked at $9K in Q3 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.