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GTS Securities’s H&R Block HRB Stock Holding History

GTS Securities’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
Q4 		– Sell
-58,500
Closed -$3.72M – 2507
2024
Q3 		$3.72M Buy
58,500
+25,200
+76% +$1.5M 0.01% 1108
2024
Q2 		$1.81M Buy
33,300
+21,600
+185% +$1.08M ﹤0.01% 1584
2024
Q1 		$575K Hold
11,700
– – ﹤0.01% 2468
2023
Q4 		$566K Buy
11,700
+900
+8% +$40.1K ﹤0.01% 2690
2023
Q3 		$465K Buy
+10,800
New +$399K ﹤0.01% 2705

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

GTS Securities's HRB Position: Q4 2024 in Review

GTS Securities sold out of H&R Block (HRB) in Q4 2024, closing a stake of 27,407 shares — an estimated $1.74M sold.

GTS Securities first reported a position in HRB in Q3 2023 and held it in 4 quarters. The position peaked at $1.74M in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • GTS Securities reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • GTS Securities sold 27,407 H&R Block shares in Q4 2024, an estimated $1.74M.
  • GTS Securities first reported a position in H&R Block in Q3 2023 and held it in 4 quarters.
  • GTS Securities's H&R Block position peaked at $1.74M in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on GTS Securities's 13F filing for Q4 2024, filed 18 Feb 2025.