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Glassman Wealth Services’s H&R Block HRB Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-11
Closed -$532 – 920
2023
Q4 		$532 Hold
11
– – ﹤0.01% 1709
2023
Q3 		$474 Hold
11
– – ﹤0.01% 1749
2023
Q2 		$351 Hold
11
– – ﹤0.01% 1705
2023
Q1 		$388 Buy
11
+4
+57% +$148 ﹤0.01% 1663
2022
Q4 		$256 Hold
7
– – ﹤0.01% 1740
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1805
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1813
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1768
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1751
2021
Q3 		$0 Hold
7
– – ﹤0.01% 1689
2021
Q2 		$0 Hold
7
– – ﹤0.01% 1544
2021
Q1 		$0 Hold
7
– – ﹤0.01% 1504
2020
Q4 		$0 Hold
7
– – ﹤0.01% 1428
2020
Q3 		$0 Hold
7
– – ﹤0.01% 1399
2020
Q2 		$0 Buy
7
+1
+17% +$16 ﹤0.01% 1359
2020
Q1 		$0 Sell
6
-40
-87% -$838 ﹤0.01% 1315
2019
Q4 		$1K Buy
46
+11
+31% +$264 ﹤0.01% 941
2019
Q3 		$1K Sell
35
-9
-20% -$238 ﹤0.01% 848
2019
Q2 		$1K Buy
44
+9
+26% +$242 ﹤0.01% 856
2019
Q1 		$1K Hold
35
– – ﹤0.01% 814
2018
Q4 		$1K Hold
35
– – ﹤0.01% 638
2018
Q3 		$1K Buy
35
+11
+46% +$279 ﹤0.01% 687
2018
Q2 		$1K Hold
24
– – ﹤0.01% 665
2018
Q1 		$1K Hold
24
– – ﹤0.01% 618
2017
Q4 		$1K Hold
24
– – ﹤0.01% 573
2017
Q3 		$1K Hold
24
– – ﹤0.01% 470
2017
Q2 		$1K Buy
24
+19
+380% +$499 ﹤0.01% 470
2017
Q1 		$0 Sell
5
-35
-88% -$783 ﹤0.01% 630
2016
Q4 		$1K Hold
40
– – ﹤0.01% 559
2016
Q3 		$1K Buy
+40
New +$936 ﹤0.01% 428

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's HRB Position: Q1 2024 in Review

Glassman Wealth Services sold out of H&R Block (HRB) in Q1 2024, closing a stake of 11 shares — an estimated $532 sold.

Glassman Wealth Services first reported a position in HRB in Q3 2016 and held it in 30 quarters. The position peaked at $1K in Q4 2019. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • Glassman Wealth Services reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 11 H&R Block shares in Q1 2024, an estimated $532.
  • Glassman Wealth Services first reported a position in H&R Block in Q3 2016 and held it in 30 quarters.
  • Glassman Wealth Services's H&R Block position peaked at $1K in Q4 2019.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.