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

Paces Ferry 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
2020 Q4	–	Sell	-14	Closed	–	–	567
2020 Q3	$0	Buy	+14	New	+$206	﹤0.01%	1173

Other funds holding HRB

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Paces Ferry Wealth Advisors's HRB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of H&R Block (HRB) in Q4 2020, closing a stake of 14 shares.

Paces Ferry Wealth Advisors first reported a position in HRB in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 369 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 14 H&R Block shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in H&R Block in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's H&R Block position peaked at $0 in Q3 2020.
369 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.