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Mine & Arao Wealth Creation & Management’s H&R Block HRB Stock Holding History

Mine & Arao Wealth Creation & 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
2024
Q2 		– Sell
-8
Closed -$393 – 199
2024
Q1 		$393 Buy
+8
New +$380 ﹤0.01% 343

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's HRB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of H&R Block (HRB) in Q2 2024, closing a stake of 8 shares — an estimated $393 sold.

Mine & Arao Wealth Creation & Management first reported a position in HRB in Q1 2024 and held it in 1 quarter. The position peaked at $393 in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 8 H&R Block shares in Q2 2024, an estimated $393.
  • Mine & Arao Wealth Creation & Management first reported a position in H&R Block in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's H&R Block position peaked at $393 in Q1 2024.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.