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Professional Financial Advisors’s H&R Block HRB Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-100
Closed -$4K – 239
2022
Q3 		$4K Hold
100
– – ﹤0.01% 385
2022
Q2 		$4K Hold
100
– – ﹤0.01% 383
2022
Q1 		$3K Hold
100
– – ﹤0.01% 413
2021
Q4 		$2K Hold
100
– – ﹤0.01% 430
2021
Q3 		$2K Hold
100
– – ﹤0.01% 371
2021
Q2 		$2K Hold
100
– – ﹤0.01% 370
2021
Q1 		$2K Hold
100
– – ﹤0.01% 329
2020
Q4 		$2K Hold
100
– – ﹤0.01% 325
2020
Q3 		$2K Buy
+100
New +$1.47K ﹤0.01% 315

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Professional Financial Advisors's HRB Position: Q4 2022 in Review

Professional Financial Advisors sold out of H&R Block (HRB) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in HRB in Q3 2020 and held it in 9 quarters. The position peaked at $4K in Q3 2022. 452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

  • Professional Financial Advisors reported no remaining H&R Block position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 100 H&R Block shares in Q4 2022, an estimated $4K.
  • Professional Financial Advisors first reported a position in H&R Block in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's H&R Block position peaked at $4K in Q3 2022.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.