RJFSA
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Raymond James Financial Services Advisors’s H&R Block HRB Stock Holding History

Raymond James Financial Services 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
Q3 		– Sell
-12,000
Closed -$143K – 3339
2022
Q2 		$143K Hold
12,000
– – ﹤0.01% 2948
2022
Q1 		$41K Sell
12,000
-1,000
-8% -$24.3K ﹤0.01% 3209
2021
Q4 		$2K Buy
+13,000
New +$315K ﹤0.01% 3296

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 Financial Services Advisors's HRB Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its H&R Block (HRB) stake by 18% in Q3 2024, selling an estimated $191K and leaving 14,876 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Raymond James Financial Services Advisors first reported a position in HRB in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.46M in Q1 2022. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • Raymond James Financial Services Advisors held 14,876 shares of H&R Block worth $945K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 3,199 H&R Block shares in Q3 2024, an estimated $191K.
  • H&R Block made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2203 holding.
  • Raymond James Financial Services Advisors first reported a position in H&R Block in Q4 2015 and has held it in 20 quarters since.
  • Raymond James Financial Services Advisors's H&R Block position peaked at $2.46M in Q1 2022.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.