Delap Wealth Advisory’s H&R Block HRB Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-6,398	Closed	-$314K	–	200
2024 Q1	$314K	Buy	+6,398	New	+$304K	0.13%	147

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's HRB Position: Q2 2024 in Review

Delap Wealth Advisory sold out of H&R Block (HRB) in Q2 2024, closing a stake of 6,398 shares — an estimated $314K sold.

Delap Wealth Advisory first reported a position in HRB in Q1 2024 and held it in 1 quarter. The position peaked at $314K in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

Delap Wealth Advisory reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 6,398 H&R Block shares in Q2 2024, an estimated $314K.
Delap Wealth Advisory first reported a position in H&R Block in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's H&R Block position peaked at $314K in Q1 2024.
495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.