Fusion Family Wealth’s H&R Block HRB Stock Holding History

Fusion Family Wealth’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 Q3	–	Sell	-450	Closed	-$6K	–	107
2020 Q2	$6K	Hold	450	–	–	﹤0.01%	87
2020 Q1	$6K	Hold	450	–	–	﹤0.01%	100
2019 Q4	$11K	Hold	450	–	–	﹤0.01%	95
2019 Q3	$11K	Hold	450	–	–	﹤0.01%	101
2019 Q2	$13K	Hold	450	–	–	﹤0.01%	111
2019 Q1	$11K	Hold	450	–	–	﹤0.01%	101
2018 Q4	$11K	Hold	450	–	–	﹤0.01%	181
2018 Q3	$12K	Hold	450	–	–	﹤0.01%	186
2018 Q2	$10K	Hold	450	–	–	﹤0.01%	210
2018 Q1	$11K	Hold	450	–	–	﹤0.01%	197
2017 Q4	$12K	Hold	450	–	–	﹤0.01%	206
2017 Q3	$12K	Hold	450	–	–	﹤0.01%	145
2017 Q2	$14K	Hold	450	–	–	﹤0.01%	189
2017 Q1	$10K	Hold	450	–	–	﹤0.01%	204
2016 Q4	$11K	Buy	+450	New	+$10.3K	0.01%	240

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fusion Family Wealth's HRB Position: Q3 2020 in Review

Fusion Family Wealth sold out of H&R Block (HRB) in Q3 2020, closing a stake of 450 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in HRB in Q4 2016 and held it in 15 quarters. The position peaked at $14K in Q2 2017. 376 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

Fusion Family Wealth reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
Fusion Family Wealth sold 450 H&R Block shares in Q3 2020, an estimated $6K.
Fusion Family Wealth first reported a position in H&R Block in Q4 2016 and held it in 15 quarters.
Fusion Family Wealth's H&R Block position peaked at $14K in Q2 2017.
376 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Fusion Family Wealth's 13F filing for Q3 2020, filed 9 Nov 2020.