FGAM
HRB icon

Financial Gravity Asset Management’s H&R Block HRB Stock Holding History

Financial Gravity Asset 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
-7
Closed -$104 – 389
2020
Q1 		$104 Sell
7
-2
-22% -$42 ﹤0.01% 882
2019
Q4 		$23K Sell
9
-86
-91% -$2.06K 0.02% 962
2019
Q3 		$2K Buy
95
+83
+692% +$2.2K ﹤0.01% 897
2019
Q2 		$0 Buy
12
+1
+9% +$27 ﹤0.01% 1419
2019
Q1 		$0 Buy
+11
New +$270 ﹤0.01% 1412
2018
Q3 		$2K Sell
66
-624
-90% -$15.8K ﹤0.01% 965
2018
Q2 		$18K Buy
690
+601
+675% +$15.9K 0.02% 486
2018
Q1 		$2K Buy
+89
New +$2.34K ﹤0.01% 958

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return