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Piershale Financial Group’s H&R Block HRB Stock Holding History

Piershale Financial Group’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
Q2 		$7.23K Hold
227
– – ﹤0.01% 136
2023
Q1 		$8K Hold
227
– – 0.01% 130
2022
Q4 		$8.29K Buy
+227
New +$9.22K 0.01% 128

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Piershale Financial Group's HRB Position: Q2 2023 in Review

Piershale Financial Group held its H&R Block (HRB) position steady in Q2 2023 at 227 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Piershale Financial Group first reported a position in HRB in Q4 2022 and has held it in 3 quarters since. The position peaked at $8.29K in Q4 2022. 396 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

  • Piershale Financial Group held 227 shares of H&R Block worth $7.23K as of Q2 2023.
  • Piershale Financial Group left its H&R Block share count unchanged in Q2 2023.
  • H&R Block made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #136 holding.
  • Piershale Financial Group first reported a position in H&R Block in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's H&R Block position peaked at $8.29K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.