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

JOYN 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
2019 Q1	–	Sell	-38	Closed	-$1K	–	672
2018 Q4	$1K	Buy	38 +20	+111%	+$534	﹤0.01%	1631
2018 Q3	$0	Buy	+18	New	+$457	﹤0.01%	1803

Other funds holding HRB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's HRB Position: Q1 2019 in Review

JOYN Advisors sold out of H&R Block (HRB) in Q1 2019, closing a stake of 38 shares — an estimated $1K sold.

JOYN Advisors first reported a position in HRB in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

JOYN Advisors reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 38 H&R Block shares in Q1 2019, an estimated $1K.
JOYN Advisors first reported a position in H&R Block in Q3 2018 and held it in 2 quarters.
JOYN Advisors's H&R Block position peaked at $1K in Q4 2018.
451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.