PCS
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Personal CFO Solutions’s H&R Block HRB Stock Holding History

Personal CFO Solutions’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
-38,783
Closed -$1K – 391
2020
Q3 		$1K Buy
38,783
+6,398
+20% +$94.1K 0.33% 81
2020
Q2 		$462K Buy
32,385
+13,748
+74% +$217K 0.14% 142
2020
Q1 		$262K Sell
18,637
-1,993
-10% -$41.7K 0.09% 191
2019
Q4 		$484K Buy
+20,630
New +$495K 0.14% 155

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Personal CFO Solutions's HRB Position: Q4 2020 in Review

Personal CFO Solutions sold out of H&R Block (HRB) in Q4 2020, closing a stake of 38,783 shares — an estimated $1K sold.

Personal CFO Solutions first reported a position in HRB in Q4 2019 and held it in 4 quarters. The position peaked at $484K in Q4 2019. 369 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

  • Personal CFO Solutions reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 38,783 H&R Block shares in Q4 2020, an estimated $1K.
  • Personal CFO Solutions first reported a position in H&R Block in Q4 2019 and held it in 4 quarters.
  • Personal CFO Solutions's H&R Block position peaked at $484K in Q4 2019.
  • 369 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on Personal CFO Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.