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Front Row Advisors’s H&R Block HRB Stock Holding History

Front Row 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
Q1 		– Sell
-66
Closed -$2K – 1006
2019
Q4 		$2K Hold
66
– – ﹤0.01% 784
2019
Q3 		$2K Hold
66
– – ﹤0.01% 782
2019
Q2 		$2K Buy
+66
New +$1.77K ﹤0.01% 831
2018
Q1 		– Sell
-299
Closed -$7.87K – 960
2017
Q4 		$8K Buy
+299
New +$7.76K 0.01% 467

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

Front Row Advisors's HRB Position: Q1 2020 in Review

Front Row Advisors sold out of H&R Block (HRB) in Q1 2020, closing a stake of 66 shares — an estimated $2K sold.

Front Row Advisors first reported a position in HRB in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q4 2017. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • Front Row Advisors reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • Front Row Advisors sold 66 H&R Block shares in Q1 2020, an estimated $2K.
  • Front Row Advisors first reported a position in H&R Block in Q4 2017 and held it in 4 quarters.
  • Front Row Advisors's H&R Block position peaked at $8K in Q4 2017.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Front Row Advisors's 13F filing for Q1 2020, filed 8 May 2020.