Redhawk Wealth Advisors’s H&R Block HRB Stock Holding History

Redhawk Wealth 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
2023 Q1	–	Sell	-35,500	Closed	-$1.3M	–	194
2022 Q4	$1.3M	Buy	35,500 +1,141	+3%	+$46.4K	0.5%	48
2022 Q3	$1.46M	Buy	34,359 +5,913	+21%	+$250K	0.62%	33
2022 Q2	$1M	Buy	28,446 +8,683	+44%	+$268K	0.46%	56
2022 Q1	$515K	Buy	+19,763	New	+$480K	0.14%	113

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Redhawk Wealth Advisors's HRB Position: Q1 2023 in Review

Redhawk Wealth Advisors sold out of H&R Block (HRB) in Q1 2023, closing a stake of 35,500 shares — an estimated $1.3M sold.

Redhawk Wealth Advisors first reported a position in HRB in Q1 2022 and held it in 4 quarters. The position peaked at $1.46M in Q3 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Redhawk Wealth Advisors reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Redhawk Wealth Advisors sold 35,500 H&R Block shares in Q1 2023, an estimated $1.3M.
Redhawk Wealth Advisors first reported a position in H&R Block in Q1 2022 and held it in 4 quarters.
Redhawk Wealth Advisors's H&R Block position peaked at $1.46M in Q3 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Redhawk Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.