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Prospera Financial Services’s H&R Block HRB Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-2,475
Closed -$87K – 1178
2022
Q2 		$87K Sell
2,475
-260
-10% -$8.03K ﹤0.01% 925
2022
Q1 		$71K Buy
+2,735
New +$66.4K ﹤0.01% 1226
2020
Q4 		– Sell
-400
Closed -$7K – 1063
2020
Q3 		$7K Buy
+400
New +$5.88K ﹤0.01% 1206

Other funds holding HRB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Prospera Financial Services's HRB Position: Q3 2022 in Review

Prospera Financial Services sold out of H&R Block (HRB) in Q3 2022, closing a stake of 2,475 shares — an estimated $87K sold.

Prospera Financial Services first reported a position in HRB in Q3 2020 and held it in 3 quarters. The position peaked at $87K in Q2 2022. 458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

  • Prospera Financial Services reported no remaining H&R Block position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,475 H&R Block shares in Q3 2022, an estimated $87K.
  • Prospera Financial Services first reported a position in H&R Block in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's H&R Block position peaked at $87K in Q2 2022.
  • 458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.