LWM
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Liberty Wealth Management’s H&R Block HRB Stock Holding History

Liberty 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
2020
Q4 		– Sell
-1,583
Closed -$26K – 1004
2020
Q3 		$26K Sell
1,583
-104
-6% -$1.53K 0.02% 358
2020
Q2 		$24K Buy
+1,687
New +$26.7K 0.02% 350
2019
Q1 		– Sell
-326
Closed -$8K – 777
2018
Q4 		$8K Buy
+326
New +$8.7K 0.01% 469

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Liberty Wealth Management's HRB Position: Q4 2020 in Review

Liberty Wealth Management sold out of H&R Block (HRB) in Q4 2020, closing a stake of 1,583 shares — an estimated $26K sold.

Liberty Wealth Management first reported a position in HRB in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q3 2020. 371 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

  • Liberty Wealth Management reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 1,583 H&R Block shares in Q4 2020, an estimated $26K.
  • Liberty Wealth Management first reported a position in H&R Block in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's H&R Block position peaked at $26K in Q3 2020.
  • 371 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.