IA
HRB icon

IndexIQ Advisors’s H&R Block HRB Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$410K Buy
+15,731
New +$382K 0.01% 539

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IndexIQ Advisors's HRB Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in H&R Block (HRB) in Q1 2022: 15,731 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings.

385 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

  • IndexIQ Advisors held 15,731 shares of H&R Block worth $410K as of Q1 2022.
  • H&R Block was a new IndexIQ Advisors position in Q1 2022.
  • H&R Block made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #539 holding.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.