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

Ropes 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 Q4	–	Sell	-412	Closed	-$10K	–	544
2019 Q3	$10K	Hold	412	–	–	﹤0.01%	477
2019 Q2	$12K	Sell	412 -1,188	-74%	-$31.9K	﹤0.01%	467
2019 Q1	$38K	Hold	1,600	–	–	0.01%	360
2018 Q4	$41K	Hold	1,600	–	–	0.01%	323
2018 Q3	$41K	Hold	1,600	–	–	0.01%	348
2018 Q2	$36K	Hold	1,600	–	–	0.01%	376
2018 Q1	$41K	Hold	1,600	–	–	0.01%	351
2017 Q4	$42K	Hold	1,600	–	–	0.01%	367
2017 Q3	$42K	Hold	1,600	–	–	0.01%	348
2017 Q2	$49K	Hold	1,600	–	–	0.01%	335
2017 Q1	$37K	Hold	1,600	–	–	0.01%	358
2016 Q4	$37K	Hold	1,600	–	–	0.01%	351
2016 Q3	$37K	Hold	1,600	–	–	0.01%	304
2016 Q2	$37K	Sell	1,600 -31	-2%	-$689	0.01%	290
2016 Q1	$43K	Buy	1,631 +31	+2%	+$974	0.02%	226
2015 Q4	$53K	Hold	1,600	–	–	0.02%	239
2015 Q3	$58K	Hold	1,600	–	–	0.03%	242
2015 Q2	$47K	Hold	1,600	–	–	0.03%	195
2015 Q1	$51K	Buy	+1,600	New	+$53.6K	0.03%	189

Other funds holding HRB

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ropes Wealth Advisors's HRB Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of H&R Block (HRB) in Q4 2019, closing a stake of 412 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in HRB in Q1 2015 and held it in 19 quarters. The position peaked at $58K in Q3 2015. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Ropes Wealth Advisors reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 412 H&R Block shares in Q4 2019, an estimated $10K.
Ropes Wealth Advisors first reported a position in H&R Block in Q1 2015 and held it in 19 quarters.
Ropes Wealth Advisors's H&R Block position peaked at $58K in Q3 2015.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.