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One Wealth Advisors’s H&R Block HRB Stock Holding History

One Wealth Advisors’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
-5,364
Closed -$196K – 371
2022
Q4 		$196K Sell
5,364
-4,158
-44% -$169K 0.04% 197
2022
Q3 		$405K Sell
9,522
-2,680
-22% -$113K 0.13% 91
2022
Q2 		$431K Buy
12,202
+552
+5% +$17K 0.12% 100
2022
Q1 		$303K Buy
11,650
+1,401
+14% +$34K 0.07% 146
2021
Q4 		$241K Sell
10,249
-1,205
-11% -$29.2K 0.06% 168
2021
Q3 		$286K Buy
+11,454
New +$285K 0.08% 158
2018
Q1 		– Sell
-26,935
Closed -$706K – 546
2017
Q4 		$706K Buy
+26,935
New +$699K 0.57% 17

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 $3.37T AUM 44.26% 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

One Wealth Advisors's HRB Position: Q1 2023 in Review

One Wealth Advisors sold out of H&R Block (HRB) in Q1 2023, closing a stake of 5,364 shares — an estimated $196K sold.

One Wealth Advisors first reported a position in HRB in Q4 2017 and held it in 7 quarters. The position peaked at $706K in Q4 2017. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

  • One Wealth Advisors reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 5,364 H&R Block shares in Q1 2023, an estimated $196K.
  • One Wealth Advisors first reported a position in H&R Block in Q4 2017 and held it in 7 quarters.
  • One Wealth Advisors's H&R Block position peaked at $706K in Q4 2017.
  • 422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.