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Raymond James & Associates’s H&R Block HRB Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-10,900
Closed -$4K – 4185
2021
Q4 		$4K Buy
+10,900
New +$264K ﹤0.01% 4099
2021
Q3 		– Sell
-29,900
Closed -$3K – 4185
2021
Q2 		$3K Buy
+29,900
New +$708K ﹤0.01% 4067

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James & Associates's HRB Position: Q3 2024 in Review

Raymond James & Associates increased its H&R Block (HRB) stake by 0.63% in Q3 2024, buying an estimated $61K and bringing the position to 163,525 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1211.

Raymond James & Associates first reported a position in HRB in Q3 2013 and has held it in 44 quarters since. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • Raymond James & Associates held 163,525 shares of H&R Block worth $10.4M as of Q3 2024.
  • Raymond James & Associates bought 1,024 H&R Block shares in Q3 2024, an estimated $61K.
  • H&R Block made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1211 holding.
  • Raymond James & Associates first reported a position in H&R Block in Q3 2013 and has held it in 44 quarters since.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.