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

EPG 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
2020 Q2	–	Sell	-184	Closed	-$3K	–	406
2020 Q1	$3K	Buy	184 +2	+1%	+$42	﹤0.01%	657
2019 Q4	$4K	Buy	+182	New	+$4.37K	﹤0.01%	545

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

EPG Wealth Management's HRB Position: Q2 2020 in Review

EPG Wealth Management sold out of H&R Block (HRB) in Q2 2020, closing a stake of 184 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in HRB in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

EPG Wealth Management reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 184 H&R Block shares in Q2 2020, an estimated $3K.
EPG Wealth Management first reported a position in H&R Block in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's H&R Block position peaked at $4K in Q4 2019.
383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.