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Harvest Group Wealth Management’s H&R Block HRB Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-757
Closed -$12K – 323
2020
Q4 		$12K Hold
757
– – 0.01% 214
2020
Q3 		$12K Buy
757
+22
+3% +$323 0.01% 206
2020
Q2 		$10K Hold
735
– – 0.01% 213
2020
Q1 		$10K Hold
735
– – 0.01% 205
2019
Q4 		$17K Hold
735
– – 0.01% 172
2019
Q3 		$17K Hold
735
– – 0.02% 182
2019
Q2 		$21K Hold
735
– – 0.03% 146
2019
Q1 		$18K Buy
+735
New +$18.1K 0.02% 170

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harvest Group Wealth Management's HRB Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of H&R Block (HRB) in Q1 2021, closing a stake of 757 shares — an estimated $12K sold.

Harvest Group Wealth Management first reported a position in HRB in Q1 2019 and held it in 8 quarters. The position peaked at $21K in Q2 2019. 375 funds tracked by Wall St. Rank hold HRB as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining H&R Block position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 757 H&R Block shares in Q1 2021, an estimated $12K.
  • Harvest Group Wealth Management first reported a position in H&R Block in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's H&R Block position peaked at $21K in Q2 2019.
  • 375 funds tracked by Wall St. Rank held H&R Block as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.