KJWM
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Kiley Juergens Wealth Management’s H&R Block HRB Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-2,722
Closed -$70K – 300
2018
Q3 		$70K Buy
+2,722
New +$69.1K 0.05% 194

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Kiley Juergens Wealth Management's HRB Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of H&R Block (HRB) in Q4 2018, closing a stake of 2,722 shares — an estimated $70K sold.

Kiley Juergens Wealth Management first reported a position in HRB in Q3 2018 and held it in 1 quarter. The position peaked at $70K in Q3 2018. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 2,722 H&R Block shares in Q4 2018, an estimated $70K.
  • Kiley Juergens Wealth Management first reported a position in H&R Block in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's H&R Block position peaked at $70K in Q3 2018.
  • 460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.