Gradient Investments’s H&R Block HRB Stock Holding History

Gradient Investments’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	-13	Closed	-$638	–	1422
2024 Q1	$638	Hold	13	–	–	﹤0.01%	983
2023 Q4	$629	Hold	13	–	–	﹤0.01%	1544
2023 Q3	$560	Sell	13 -30	-70%	-$1.11K	﹤0.01%	1527
2023 Q2	$1.37K	Buy	+43	New	+$1.39K	﹤0.01%	1270
2023 Q1	–	Sell	-23	Closed	-$840	–	1570
2022 Q4	$840	Buy	+23	New	+$935	﹤0.01%	1225
2015 Q2	–	Sell	-400	Closed	-$13K	–	669
2015 Q1	$13K	Buy	+400	New	+$13.4K	﹤0.01%	368

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

Gradient Investments's HRB Position: Q2 2024 in Review

Gradient Investments sold out of H&R Block (HRB) in Q2 2024, closing a stake of 13 shares — an estimated $638 sold.

Gradient Investments first reported a position in HRB in Q1 2015 and held it in 6 quarters. The position peaked at $13K in Q1 2015. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

Gradient Investments reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 13 H&R Block shares in Q2 2024, an estimated $638.
Gradient Investments first reported a position in H&R Block in Q1 2015 and held it in 6 quarters.
Gradient Investments's H&R Block position peaked at $13K in Q1 2015.
495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.