PW
HRB icon

Price Wealth’s H&R Block HRB Stock Holding History

Price Wealth’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
Q2 		– Sell
-58
Closed -$1K – 480
2020
Q1 		$1K Buy
+58
New +$1.22K ﹤0.01% 324

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Price Wealth's HRB Position: Q2 2020 in Review

Price Wealth sold out of H&R Block (HRB) in Q2 2020, closing a stake of 58 shares — an estimated $1K sold.

Price Wealth first reported a position in HRB in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

  • Price Wealth reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
  • Price Wealth sold 58 H&R Block shares in Q2 2020, an estimated $1K.
  • Price Wealth first reported a position in H&R Block in Q1 2020 and held it in 1 quarter.
  • Price Wealth's H&R Block position peaked at $1K in Q1 2020.
  • 383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.