Meridian Wealth Partners’s H&R Block HRB Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-57	Closed	-$1K	–	611
2021 Q1	$1K	Buy	+57	New	+$1.08K	﹤0.01%	1175

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Meridian Wealth Partners's HRB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of H&R Block (HRB) in Q2 2021, closing a stake of 57 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in HRB in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 390 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

Meridian Wealth Partners reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 57 H&R Block shares in Q2 2021, an estimated $1K.
Meridian Wealth Partners first reported a position in H&R Block in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's H&R Block position peaked at $1K in Q1 2021.
390 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.