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Planning Capital Management Corporation’s H&R Block HRB Stock Holding History

Planning Capital Management Corporation’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
2024
Q2 		– Sell
-33
Closed -$1.62K – 738
2024
Q1 		$1.62K Buy
+33
New +$1.57K ﹤0.01% 579

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Capital Management Corporation's HRB Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of H&R Block (HRB) in Q2 2024, closing a stake of 33 shares — an estimated $1.62K sold.

Planning Capital Management Corporation first reported a position in HRB in Q1 2024 and held it in 1 quarter. The position peaked at $1.62K in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 33 H&R Block shares in Q2 2024, an estimated $1.62K.
  • Planning Capital Management Corporation first reported a position in H&R Block in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's H&R Block position peaked at $1.62K in Q1 2024.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.