D'Orazio & Associates’s H&R Block HRB Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-215	Closed	-$5K	–	362
2021 Q3	$5K	Buy	+215	New	+$5.36K	﹤0.01%	633

Other funds holding HRB

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

D'Orazio & Associates's HRB Position: Q4 2021 in Review

D'Orazio & Associates sold out of H&R Block (HRB) in Q4 2021, closing a stake of 215 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in HRB in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 387 funds tracked by Wall St. Rank hold HRB as of Q4 2021.

D'Orazio & Associates reported no remaining H&R Block position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 215 H&R Block shares in Q4 2021, an estimated $5K.
D'Orazio & Associates first reported a position in H&R Block in Q3 2021 and held it in 1 quarter.
D'Orazio & Associates's H&R Block position peaked at $5K in Q3 2021.
387 funds tracked by Wall St. Rank held H&R Block as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.