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First Personal Financial Services’s H&R Block HRB Stock Holding History

First Personal Financial Services’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
-9
Closed – – 401
2019
Q4 		$0 Hold
9
– – ﹤0.01% 554
2019
Q3 		$0 Hold
9
– – ﹤0.01% 635
2019
Q2 		$0 Buy
+9
New +$242 ﹤0.01% 796

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Personal Financial Services's HRB Position: Q1 2020 in Review

First Personal Financial Services sold out of H&R Block (HRB) in Q1 2020, closing a stake of 9 shares.

First Personal Financial Services first reported a position in HRB in Q2 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • First Personal Financial Services reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 9 H&R Block shares in Q1 2020.
  • First Personal Financial Services first reported a position in H&R Block in Q2 2019 and held it in 3 quarters.
  • First Personal Financial Services's H&R Block position peaked at $0 in Q4 2019.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.