Fortis Advisors’s H&R Block HRB Stock Holding History

Fortis Advisors’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	-9,307	Closed	-$131K	–	233
2020 Q1	$131K	Sell	9,307 -418	-4%	-$8.75K	0.09%	123
2019 Q4	$228K	Hold	9,725	–	–	0.14%	104
2019 Q3	$230K	Sell	9,725 -158	-2%	-$4.18K	0.11%	106
2019 Q2	$290K	Hold	9,883	–	–	0.14%	74
2019 Q1	$237K	Buy	9,883 +2,007	+25%	+$49.3K	0.12%	84
2018 Q4	$200K	Buy	+7,876	New	+$210K	0.12%	78

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

Fortis Advisors's HRB Position: Q2 2020 in Review

Fortis Advisors sold out of H&R Block (HRB) in Q2 2020, closing a stake of 9,307 shares — an estimated $131K sold.

Fortis Advisors first reported a position in HRB in Q4 2018 and held it in 6 quarters. The position peaked at $290K in Q2 2019. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

Fortis Advisors reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 9,307 H&R Block shares in Q2 2020, an estimated $131K.
Fortis Advisors first reported a position in H&R Block in Q4 2018 and held it in 6 quarters.
Fortis Advisors's H&R Block position peaked at $290K in Q2 2019.
383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.