Morton Brown Family Wealth’s H&R Block HRB Stock Holding History

Morton Brown Family Wealth’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
2022 Q3	–	Sell	-13	Closed	–	–	269
2022 Q2	$0	Buy	+13	New	+$401	﹤0.01%	284

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morton Brown Family Wealth's HRB Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of H&R Block (HRB) in Q3 2022, closing a stake of 13 shares.

Morton Brown Family Wealth first reported a position in HRB in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

Morton Brown Family Wealth reported no remaining H&R Block position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 13 H&R Block shares in Q3 2022.
Morton Brown Family Wealth first reported a position in H&R Block in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's H&R Block position peaked at $0 in Q2 2022.
458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.