Financial Architects (New Jersey)’s H&R Block HRB Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-200	Closed	-$5K	–	1319
2019 Q1	$5K	Buy	+200	New	+$4.92K	﹤0.01%	1218
2018 Q3	–	Sell	-500	Closed	-$11K	–	1451
2018 Q2	$11K	Buy	+500	New	+$13.3K	﹤0.01%	960
2017 Q1	–	Sell	-417	Closed	-$10K	–	1591
2016 Q4	$10K	Hold	417	–	–	﹤0.01%	1008
2016 Q3	$10K	Buy	+417	New	+$9.76K	﹤0.01%	999
2015 Q3	–	Sell	-46	Closed	-$1K	–	517
2015 Q2	$1K	Buy	+46	New	+$1.44K	﹤0.01%	1158

Other funds holding HRB

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JAM

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Financial Architects (New Jersey)'s HRB Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of H&R Block (HRB) in Q2 2019, closing a stake of 200 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in HRB in Q2 2015 and held it in 5 quarters. The position peaked at $11K in Q2 2018. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

Financial Architects (New Jersey) reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 H&R Block shares in Q2 2019, an estimated $5K.
Financial Architects (New Jersey) first reported a position in H&R Block in Q2 2015 and held it in 5 quarters.
Financial Architects (New Jersey)'s H&R Block position peaked at $11K in Q2 2018.
454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.