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

Kore 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
2020 Q3	–	Sell	-979	Closed	-$13K	–	620
2020 Q2	$13K	Buy	979 +604	+161%	+$9.54K	﹤0.01%	736
2020 Q1	$5K	Buy	375 +366	+4,067%	+$7.67K	﹤0.01%	802
2019 Q4	$0	Buy	+9	New	+$216	﹤0.01%	1053

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

JAM

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Kore Private Wealth's HRB Position: Q3 2020 in Review

Kore Private Wealth sold out of H&R Block (HRB) in Q3 2020, closing a stake of 979 shares — an estimated $13K sold.

Kore Private Wealth first reported a position in HRB in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 376 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

Kore Private Wealth reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 979 H&R Block shares in Q3 2020, an estimated $13K.
Kore Private Wealth first reported a position in H&R Block in Q4 2019 and held it in 3 quarters.
Kore Private Wealth's H&R Block position peaked at $13K in Q2 2020.
376 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.