OWA
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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 – 548
2017
Q4 		$706K Buy
+26,935
New +$699K 0.57% 17

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $535B AUM 26.23% 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 $60.7B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return