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

Regent Peak 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
2021
Q1 		– Sell
-37
Closed -$1K – 515
2020
Q4 		$1K Buy
+37
New +$639 ﹤0.01% 932

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Regent Peak Wealth Advisors's HRB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of H&R Block (HRB) in Q1 2021, closing a stake of 37 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in HRB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 375 funds tracked by Wall St. Rank hold HRB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining H&R Block position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 37 H&R Block shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in H&R Block in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's H&R Block position peaked at $1K in Q4 2020.
  • 375 funds tracked by Wall St. Rank held H&R Block as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.