My Personal CFO LLC’s H&R Block HRB Stock Holding History

My Personal CFO LLC’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	-9	Closed	-$329	–	398
2022 Q4	$329	Buy	+9	New	+$366	﹤0.01%	813

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

My Personal CFO LLC's HRB Position: Q1 2023 in Review

My Personal CFO LLC sold out of H&R Block (HRB) in Q1 2023, closing a stake of 9 shares — an estimated $329 sold.

My Personal CFO LLC first reported a position in HRB in Q4 2022 and held it in 1 quarter. The position peaked at $329 in Q4 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

My Personal CFO LLC reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 9 H&R Block shares in Q1 2023, an estimated $329.
My Personal CFO LLC first reported a position in H&R Block in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's H&R Block position peaked at $329 in Q4 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.