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OptiFour Integrated Wealth Management’s H&R Block HRB Stock Holding History

OptiFour Integrated Wealth Management’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
2018
Q2 		– Sell
-8,870
Closed -$225K – 56
2018
Q1 		$225K Hold
8,870
– – 0.19% 54
2017
Q4 		$233K Buy
+8,870
New +$230K 0.19% 56

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OptiFour Integrated Wealth Management's HRB Position: Q2 2018 in Review

OptiFour Integrated Wealth Management sold out of H&R Block (HRB) in Q2 2018, closing a stake of 8,870 shares — an estimated $225K sold.

OptiFour Integrated Wealth Management first reported a position in HRB in Q4 2017 and held it in 2 quarters. The position peaked at $233K in Q4 2017. 451 funds tracked by Wall St. Rank hold HRB as of Q2 2018.

  • OptiFour Integrated Wealth Management reported no remaining H&R Block position as of Q2 2018 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 8,870 H&R Block shares in Q2 2018, an estimated $225K.
  • OptiFour Integrated Wealth Management first reported a position in H&R Block in Q4 2017 and held it in 2 quarters.
  • OptiFour Integrated Wealth Management's H&R Block position peaked at $233K in Q4 2017.
  • 451 funds tracked by Wall St. Rank held H&R Block as of Q2 2018.

Based on OptiFour Integrated Wealth Management's 13F filing for Q2 2018, filed 7 May 2019.