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MPS Loria Financial Planners’s H&R Block HRB Stock Holding History

MPS Loria Financial Planners’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
-319
Closed -$6K – 317
2021
Q1 		$6K Hold
319
– – ﹤0.01% 332
2020
Q4 		$5K Buy
319
+17
+6% +$294 ﹤0.01% 366
2020
Q3 		$5K Hold
302
– – ﹤0.01% 274
2020
Q2 		$4K Buy
+302
New +$4.77K ﹤0.01% 288
2017
Q3 		– Sell
-302
Closed -$10K – 201
2017
Q2 		$10K Buy
+302
New +$7.93K 0.01% 294

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MPS Loria Financial Planners's HRB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of H&R Block (HRB) in Q2 2021, closing a stake of 319 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in HRB in Q2 2017 and held it in 5 quarters. The position peaked at $10K in Q2 2017. 390 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 319 H&R Block shares in Q2 2021, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in H&R Block in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's H&R Block position peaked at $10K in Q2 2017.
  • 390 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.