Lake Point Wealth Management’s H&R Block HRB Stock Holding History

Lake Point 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
2022 Q2	–	Sell	-400	Closed	-$10K	–	468
2022 Q1	$10K	Hold	400	–	–	﹤0.01%	162
2021 Q4	$9K	Hold	400	–	–	﹤0.01%	186
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	163
2021 Q2	$9K	Buy	+400	New	+$9.47K	﹤0.01%	183

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Lake Point Wealth Management's HRB Position: Q2 2022 in Review

Lake Point Wealth Management sold out of H&R Block (HRB) in Q2 2022, closing a stake of 400 shares — an estimated $10K sold.

Lake Point Wealth Management first reported a position in HRB in Q2 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

Lake Point Wealth Management reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 400 H&R Block shares in Q2 2022, an estimated $10K.
Lake Point Wealth Management first reported a position in H&R Block in Q2 2021 and held it in 4 quarters.
Lake Point Wealth Management's H&R Block position peaked at $10K in Q1 2022.
434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.