JNBA Financial Advisors’s H&R Block HRB Stock Holding History

JNBA Financial 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
2020 Q2	–	Sell	-600	Closed	-$8K	–	573
2020 Q1	$8K	Hold	600	–	–	﹤0.01%	410
2019 Q4	$14K	Hold	600	–	–	﹤0.01%	391
2019 Q3	$14K	Hold	600	–	–	﹤0.01%	377
2019 Q2	$18K	Hold	600	–	–	﹤0.01%	357
2019 Q1	$14K	Hold	600	–	–	﹤0.01%	369
2018 Q4	$15K	Sell	600 -104,722	-99%	-$2.8M	﹤0.01%	332
2018 Q3	$2.71M	Buy	105,322 +104,722	+17,454%	+$2.66M	1.22%	35
2018 Q2	$14K	Hold	600	–	–	﹤0.01%	358
2018 Q1	$15K	Hold	600	–	–	﹤0.01%	336
2017 Q4	$16K	Hold	600	–	–	﹤0.01%	334
2017 Q3	$16K	Hold	600	–	–	﹤0.01%	320
2017 Q2	$19K	Hold	600	–	–	﹤0.01%	295
2017 Q1	$14K	Hold	600	–	–	﹤0.01%	329
2016 Q4	$14K	Sell	600 -240	-29%	-$5.49K	﹤0.01%	334
2016 Q3	$19K	Buy	840 +240	+40%	+$5.62K	﹤0.01%	838
2016 Q2	$14K	Hold	600	–	–	﹤0.01%	316
2016 Q1	$16K	Hold	600	–	–	0.01%	309
2015 Q4	$20K	Hold	600	–	–	0.01%	284
2015 Q3	$22K	Hold	600	–	–	0.01%	272
2015 Q2	$18K	Hold	600	–	–	0.01%	294
2015 Q1	$19K	Hold	600	–	–	0.01%	295
2014 Q4	$20K	Hold	600	–	–	0.01%	290
2014 Q3	$19K	Hold	600	–	–	0.01%	298
2014 Q2	$20K	Sell	600 -221	-27%	-$6.58K	0.01%	270
2014 Q1	$25K	Hold	821	–	–	0.01%	224
2013 Q4	$24K	Hold	821	–	–	0.01%	226
2013 Q3	$22K	Hold	821	–	–	0.01%	225
2013 Q2	$23K	Buy	+821	New	+$23.4K	0.02%	195

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JNBA Financial Advisors's HRB Position: Q2 2020 in Review

JNBA Financial Advisors sold out of H&R Block (HRB) in Q2 2020, closing a stake of 600 shares — an estimated $8K sold.

JNBA Financial Advisors first reported a position in HRB in Q2 2013 and held it in 28 quarters. The position peaked at $2.71M in Q3 2018. 384 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

JNBA Financial Advisors reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
JNBA Financial Advisors sold 600 H&R Block shares in Q2 2020, an estimated $8K.
JNBA Financial Advisors first reported a position in H&R Block in Q2 2013 and held it in 28 quarters.
JNBA Financial Advisors's H&R Block position peaked at $2.71M in Q3 2018.
384 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on JNBA Financial Advisors's 13F filing for Q2 2020, filed 24 Jul 2020.