Personal Wealth Partners’s H&R Block HRB Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-26	Closed	-$1K	–	287
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	423
2019 Q3	$1K	Buy	+26	New	+$688	﹤0.01%	439

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Personal Wealth Partners's HRB Position: Q1 2020 in Review

Personal Wealth Partners sold out of H&R Block (HRB) in Q1 2020, closing a stake of 26 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in HRB in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Personal Wealth Partners reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 26 H&R Block shares in Q1 2020, an estimated $1K.
Personal Wealth Partners first reported a position in H&R Block in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's H&R Block position peaked at $1K in Q4 2019.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.