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

Executive 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
Q1 		– Sell
-163
Closed -$5K – 870
2018
Q4 		$5K Buy
+163
New +$4.35K ﹤0.01% 673

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Executive Wealth Management's HRB Position: Q1 2019 in Review

Executive Wealth Management sold out of H&R Block (HRB) in Q1 2019, closing a stake of 163 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in HRB in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

  • Executive Wealth Management reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 163 H&R Block shares in Q1 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in H&R Block in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's H&R Block position peaked at $5K in Q4 2018.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.