Proficio Capital Partners’s H&R Block HRB Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-32	Closed	-$1K	–	761
2019 Q2	$1K	Buy	+32	New	+$860	﹤0.01%	1741
2018 Q3	–	Sell	-45	Closed	-$1K	–	1273
2018 Q2	$1K	Hold	45	–	–	﹤0.01%	1194
2018 Q1	$1K	Hold	45	–	–	﹤0.01%	1198
2017 Q4	$1K	Buy	+45	New	+$1.17K	﹤0.01%	1183
2016 Q2	–	Sell	-52	Closed	-$1K	–	1089
2016 Q1	$1K	Buy	52 +9	+21%	+$283	﹤0.01%	882
2015 Q4	$1K	Buy	+43	New	+$1.53K	﹤0.01%	779

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Proficio Capital Partners's HRB Position: Q3 2019 in Review

Proficio Capital Partners sold out of H&R Block (HRB) in Q3 2019, closing a stake of 32 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in HRB in Q4 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 433 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

Proficio Capital Partners reported no remaining H&R Block position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 32 H&R Block shares in Q3 2019, an estimated $1K.
Proficio Capital Partners first reported a position in H&R Block in Q4 2015 and held it in 6 quarters.
Proficio Capital Partners's H&R Block position peaked at $1K in Q2 2019.
433 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.