DWM
HRB icon

Doyle Wealth Management’s H&R Block HRB Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-447
Closed -$13K – 424
2019
Q2 		$13K Buy
+447
New +$12K ﹤0.01% 577
2019
Q1 		– Sell
-447
Closed -$11K – 408
2018
Q4 		$11K Buy
+447
New +$11.9K ﹤0.01% 605

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Doyle Wealth Management's HRB Position: Q3 2019 in Review

Doyle Wealth Management sold out of H&R Block (HRB) in Q3 2019, closing a stake of 447 shares — an estimated $13K sold.

Doyle Wealth Management first reported a position in HRB in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2019. 433 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

  • Doyle Wealth Management reported no remaining H&R Block position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 447 H&R Block shares in Q3 2019, an estimated $13K.
  • Doyle Wealth Management first reported a position in H&R Block in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's H&R Block position peaked at $13K in Q2 2019.
  • 433 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.