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

River 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
2019
Q1 		– Sell
-601
Closed -$15K – 294
2018
Q4 		$15K Hold
601
– – 0.01% 370
2018
Q3 		$15K Hold
601
– – 0.01% 407
2018
Q2 		$14K Buy
+601
New +$15.9K 0.01% 408

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Wealth Advisors's HRB Position: Q1 2019 in Review

River Wealth Advisors sold out of H&R Block (HRB) in Q1 2019, closing a stake of 601 shares — an estimated $15K sold.

River Wealth Advisors first reported a position in HRB in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q4 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

  • River Wealth Advisors reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 601 H&R Block shares in Q1 2019, an estimated $15K.
  • River Wealth Advisors first reported a position in H&R Block in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's H&R Block position peaked at $15K in Q4 2018.
  • 451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.