FourThought Financial’s H&R Block HRB Stock Holding History

FourThought Financial’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
2022 Q3	$13K	Hold	300	–	–	﹤0.01%	972
2022 Q2	$11K	Hold	300	–	–	﹤0.01%	996
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	1091
2021 Q4	$7K	Buy	+300	New	+$7.28K	﹤0.01%	1148
2021 Q3	–	Sell	-400	Closed	-$9K	–	1571
2021 Q2	$9K	Hold	400	–	–	﹤0.01%	1120
2021 Q1	$8K	Hold	400	–	–	﹤0.01%	1100
2020 Q4	$6K	Buy	+400	New	+$6.91K	﹤0.01%	1109

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FourThought Financial's HRB Position: Q3 2022 in Review

FourThought Financial held its H&R Block (HRB) position steady in Q3 2022 at 300 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

FourThought Financial first reported a position in HRB in Q4 2020 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

FourThought Financial held 300 shares of H&R Block worth $13K as of Q3 2022.
FourThought Financial left its H&R Block share count unchanged in Q3 2022.
H&R Block made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #972 holding.
FourThought Financial first reported a position in H&R Block in Q4 2020 and has held it in 7 quarters since.
458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.