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

Forum Financial 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
2024
Q4 		– Sell
-3,271
Closed -$208K – 947
2024
Q3 		$208K Buy
+3,271
New +$195K ﹤0.01% 706

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Forum Financial Management's HRB Position: Q4 2024 in Review

Forum Financial Management sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,271 shares — an estimated $208K sold.

Forum Financial Management first reported a position in HRB in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Forum Financial Management reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 3,271 H&R Block shares in Q4 2024, an estimated $208K.
  • Forum Financial Management first reported a position in H&R Block in Q3 2024 and held it in 1 quarter.
  • Forum Financial Management's H&R Block position peaked at $208K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.