Intersect Capital’s H&R Block HRB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$756K Buy
21,408
+13,508
+171% +$417K 0.23% 99
2022
Q1
$206K Buy
+7,900
New +$192K 0.04% 411

Other funds holding HRB

Intersect Capital's HRB Position: Q2 2022 in Review

Intersect Capital increased its H&R Block (HRB) stake by 171% in Q2 2022, buying an estimated $417K and bringing the position to 21,408 shares worth $756K. The position accounts for 0.23% of the portfolio, ranked #99.

Intersect Capital first reported a position in HRB in Q1 2022 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

  • Intersect Capital held 21,408 shares of H&R Block worth $756K as of Q2 2022.
  • Intersect Capital bought 13,508 H&R Block shares in Q2 2022, an estimated $417K.
  • H&R Block made up 0.23% of Intersect Capital's portfolio in Q2 2022, its #99 holding.
  • Intersect Capital first reported a position in H&R Block in Q1 2022 and has held it in 2 quarters since.
  • 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.