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

Principle 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
2022 Q2	–	Sell	-13,540	Closed	-$353K	–	313
2022 Q1	$353K	Hold	13,540	–	–	0.04%	241
2021 Q4	$319K	Hold	13,540	–	–	0.03%	251
2021 Q3	$339K	Hold	13,540	–	–	0.04%	236
2021 Q2	$318K	Buy	+13,540	New	+$321K	0.04%	246

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Principle Wealth Partners's HRB Position: Q2 2022 in Review

Principle Wealth Partners sold out of H&R Block (HRB) in Q2 2022, closing a stake of 13,540 shares — an estimated $353K sold.

Principle Wealth Partners first reported a position in HRB in Q2 2021 and held it in 4 quarters. The position peaked at $353K in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

Principle Wealth Partners reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
Principle Wealth Partners sold 13,540 H&R Block shares in Q2 2022, an estimated $353K.
Principle Wealth Partners first reported a position in H&R Block in Q2 2021 and held it in 4 quarters.
Principle Wealth Partners's H&R Block position peaked at $353K in Q1 2022.
434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Principle Wealth Partners's 13F filing for Q2 2022, filed 2 Aug 2022.