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

Eads & Heald 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
2022 Q3	–	Sell	-7,905	Closed	-$279K	–	149
2022 Q2	$279K	Sell	7,905 -255	-3%	-$7.87K	0.15%	134
2022 Q1	$212K	Buy	+8,160	New	+$198K	0.1%	145
2021 Q4	–	Sell	-8,176	Closed	-$204K	–	148
2021 Q3	$204K	Buy	+8,176	New	+$204K	0.1%	142

Other funds holding HRB

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

JAM

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

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

Eads & Heald Wealth Management's HRB Position: Q3 2022 in Review

Eads & Heald Wealth Management sold out of H&R Block (HRB) in Q3 2022, closing a stake of 7,905 shares — an estimated $279K sold.

Eads & Heald Wealth Management first reported a position in HRB in Q3 2021 and held it in 3 quarters. The position peaked at $279K in Q2 2022. 458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

Eads & Heald Wealth Management reported no remaining H&R Block position as of Q3 2022 after selling out during the quarter.
Eads & Heald Wealth Management sold 7,905 H&R Block shares in Q3 2022, an estimated $279K.
Eads & Heald Wealth Management first reported a position in H&R Block in Q3 2021 and held it in 3 quarters.
Eads & Heald Wealth Management's H&R Block position peaked at $279K in Q2 2022.
458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.