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Investors Asset Management of Georgia’s H&R Block HRB Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-152
Closed -$6K – 329
2022
Q3 		$6K Hold
152
– – ﹤0.01% 519
2022
Q2 		$5K Buy
+152
New +$4.69K ﹤0.01% 472

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investors Asset Management of Georgia's HRB Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of H&R Block (HRB) in Q4 2022, closing a stake of 152 shares — an estimated $6K sold.

Investors Asset Management of Georgia first reported a position in HRB in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining H&R Block position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 152 H&R Block shares in Q4 2022, an estimated $6K.
  • Investors Asset Management of Georgia first reported a position in H&R Block in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's H&R Block position peaked at $6K in Q3 2022.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.