Global Assets Advisory’s H&R Block HRB Stock Holding History

Global Assets Advisory’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 Q2	–	Sell	-369	Closed	-$17.8K	–	258
2024 Q1	$17.8K	Buy	+369	New	+$17.5K	0.01%	445

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Assets Advisory's HRB Position: Q2 2024 in Review

Global Assets Advisory sold out of H&R Block (HRB) in Q2 2024, closing a stake of 369 shares — an estimated $17.8K sold.

Global Assets Advisory first reported a position in HRB in Q1 2024 and held it in 1 quarter. The position peaked at $17.8K in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

Global Assets Advisory reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 369 H&R Block shares in Q2 2024, an estimated $17.8K.
Global Assets Advisory first reported a position in H&R Block in Q1 2024 and held it in 1 quarter.
Global Assets Advisory's H&R Block position peaked at $17.8K in Q1 2024.
495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.