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Evoke Wealth’s H&R Block HRB Stock Holding History

Evoke Wealth’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
Q2 		– Sell
-23
Closed -$1K – 1204
2022
Q1 		$1K Hold
23
– – ﹤0.01% 1112
2021
Q4 		$1K Hold
23
– – ﹤0.01% 1126
2021
Q3 		$0 Hold
23
– – ﹤0.01% 1175
2021
Q2 		$1K Hold
23
– – ﹤0.01% 1116
2021
Q1 		$1K Hold
23
– – ﹤0.01% 1112
2020
Q4 		$0 Sell
23
-62
-73% -$1.07K ﹤0.01% 1062
2020
Q3 		$1K Hold
85
– – ﹤0.01% 934
2020
Q2 		$1K Sell
85
-214
-72% -$3.38K ﹤0.01% 975
2020
Q1 		$4.28K Sell
299
-1,944
-87% -$40.7K ﹤0.01% 646
2019
Q4 		$53.2K Sell
2,243
-9
-0.4% -$216 0.01% 397
2019
Q3 		$53.8K Buy
+2,252
New +$59.6K 0.01% 452

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Evoke Wealth's HRB Position: Q2 2022 in Review

Evoke Wealth sold out of H&R Block (HRB) in Q2 2022, closing a stake of 23 shares — an estimated $1K sold.

Evoke Wealth first reported a position in HRB in Q3 2019 and held it in 11 quarters. The position peaked at $53.8K in Q3 2019. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

  • Evoke Wealth reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
  • Evoke Wealth sold 23 H&R Block shares in Q2 2022, an estimated $1K.
  • Evoke Wealth first reported a position in H&R Block in Q3 2019 and held it in 11 quarters.
  • Evoke Wealth's H&R Block position peaked at $53.8K in Q3 2019.
  • 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.