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

Latitude 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
2022 Q2	–	Sell	-11,467	Closed	-$299K	–	206
2022 Q1	$299K	Buy	+11,467	New	+$278K	0.07%	257

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

Latitude Advisors's HRB Position: Q2 2022 in Review

Latitude Advisors sold out of H&R Block (HRB) in Q2 2022, closing a stake of 11,467 shares — an estimated $299K sold.

Latitude Advisors first reported a position in HRB in Q1 2022 and held it in 1 quarter. The position peaked at $299K in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

Latitude Advisors reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 11,467 H&R Block shares in Q2 2022, an estimated $299K.
Latitude Advisors first reported a position in H&R Block in Q1 2022 and held it in 1 quarter.
Latitude Advisors's H&R Block position peaked at $299K in Q1 2022.
434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.