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Legacy Financial Advisors’s H&R Block HRB Stock Holding History

Legacy Financial 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
Q2 		– Sell
-2,172
Closed -$52K – 457
2019
Q1 		$52K Sell
2,172
-814
-27% -$20K 0.02% 271
2018
Q4 		$76K Sell
2,986
-2,653
-47% -$70.8K 0.03% 176
2018
Q3 		$145K Hold
5,639
– – 0.05% 130
2018
Q2 		$135K Sell
5,639
-274
-5% -$7.27K 0.05% 136
2018
Q1 		$152K Sell
5,913
-707
-11% -$18.6K 0.06% 135
2017
Q4 		$173K Buy
+6,620
New +$172K 0.07% 127

Other funds holding HRB

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's HRB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of H&R Block (HRB) in Q2 2019, closing a stake of 2,172 shares — an estimated $52K sold.

Legacy Financial Advisors first reported a position in HRB in Q4 2017 and held it in 6 quarters. The position peaked at $173K in Q4 2017. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,172 H&R Block shares in Q2 2019, an estimated $52K.
  • Legacy Financial Advisors first reported a position in H&R Block in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's H&R Block position peaked at $173K in Q4 2017.
  • 454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.