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

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+25
New +$667 ﹤0.01% 1107
2018
Q1 		$2K Buy
89
+24
+37% +$631 ﹤0.01% 958
2017
Q4 		$2K Buy
+65
New +$1.69K ﹤0.01% 937

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Financial Gravity Companies's HRB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in H&R Block (HRB) in Q4 2018: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1107 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HRB as recently as Q1 2018.

Financial Gravity Companies first reported a position in HRB in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

  • Financial Gravity Companies held 25 shares of H&R Block worth $1K as of Q4 2018.
  • H&R Block was a new Financial Gravity Companies position in Q4 2018.
  • H&R Block made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1107 holding.
  • Financial Gravity Companies first reported a position in H&R Block in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's H&R Block position peaked at $2K in Q1 2018.
  • 460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.