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Money Concepts Capital’s H&R Block HRB Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,597
Closed -$94.8K – 1578
2022
Q4 		$94.8K Buy
2,597
+522
+25% +$21.2K ﹤0.01% 987
2022
Q3 		$88K Sell
2,075
-550
-21% -$23.3K 0.01% 595
2022
Q2 		$97K Sell
2,625
-115
-4% -$3.55K 0.01% 570
2022
Q1 		$71K Buy
+2,740
New +$66.5K ﹤0.01% 1104

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Money Concepts Capital's HRB Position: Q1 2023 in Review

Money Concepts Capital sold out of H&R Block (HRB) in Q1 2023, closing a stake of 2,597 shares — an estimated $94.8K sold.

Money Concepts Capital first reported a position in HRB in Q1 2022 and held it in 4 quarters. The position peaked at $97K in Q2 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

  • Money Concepts Capital reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,597 H&R Block shares in Q1 2023, an estimated $94.8K.
  • Money Concepts Capital first reported a position in H&R Block in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's H&R Block position peaked at $97K in Q2 2022.
  • 422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.