Financial Advisors Network’s H&R Block HRB Stock Holding History

Financial Advisors Network’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 Q1	–	Sell	-49,530	Closed	-$1.16M	–	112
2019 Q4	$1.16M	Buy	49,530 +2,519	+5%	+$60.5K	0.53%	40
2019 Q3	$1.11M	Buy	47,011 +2,547	+6%	+$67.4K	0.57%	38
2019 Q2	$1.21M	Buy	44,464 +2,320	+6%	+$62.4K	0.65%	31
2019 Q1	$1.11M	Buy	42,144 +2,572	+6%	+$63.2K	0.64%	32
2018 Q4	$1M	Buy	+39,572	New	+$1.06M	0.62%	34
2018 Q2	$791K	Buy	+34,714	New	+$921K	0.48%	47

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Financial Advisors Network's HRB Position: Q1 2020 in Review

Financial Advisors Network sold out of H&R Block (HRB) in Q1 2020, closing a stake of 49,530 shares — an estimated $1.16M sold.

Financial Advisors Network first reported a position in HRB in Q2 2018 and held it in 6 quarters. The position peaked at $1.21M in Q2 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Financial Advisors Network reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Financial Advisors Network sold 49,530 H&R Block shares in Q1 2020, an estimated $1.16M.
Financial Advisors Network first reported a position in H&R Block in Q2 2018 and held it in 6 quarters.
Financial Advisors Network's H&R Block position peaked at $1.21M in Q2 2019.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Financial Advisors Network's 13F filing for Q1 2020, filed 11 May 2020.