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IronBridge Private Wealth’s H&R Block HRB Stock Holding History

IronBridge Private Wealth’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
Q2 		– Sell
-159,010
Closed -$4.14M – 39
2022
Q1 		$4.14M Buy
+159,010
New +$3.86M 2.55% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

IronBridge Private Wealth's HRB Position: Q2 2022 in Review

IronBridge Private Wealth sold out of H&R Block (HRB) in Q2 2022, closing a stake of 159,010 shares — an estimated $4.14M sold.

IronBridge Private Wealth first reported a position in HRB in Q1 2022 and held it in 1 quarter. The position peaked at $4.14M in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

  • IronBridge Private Wealth reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 159,010 H&R Block shares in Q2 2022, an estimated $4.14M.
  • IronBridge Private Wealth first reported a position in H&R Block in Q1 2022 and held it in 1 quarter.
  • IronBridge Private Wealth's H&R Block position peaked at $4.14M in Q1 2022.
  • 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on IronBridge Private Wealth's 13F filing for Q2 2022, filed 27 Jul 2022.