Signature Wealth Management Group’s H&R Block HRB Stock Holding History

Signature Wealth Management Group’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
2020 Q1	–	Sell	-123,424	Closed	-$2.9M	–	72
2019 Q4	$2.9M	Buy	123,424 +432	+0.4%	+$10.4K	1.83%	32
2019 Q3	$2.9M	Sell	122,992 -318	-0.3%	-$8.41K	1.92%	29
2019 Q2	$3.56M	Buy	123,310 +857	+0.7%	+$23K	2.37%	11
2019 Q1	$2.93M	Buy	122,453 +934	+0.8%	+$23K	2.05%	25
2018 Q4	$3.08M	Buy	121,519 +116	+0.1%	+$3.1K	2.39%	12
2018 Q3	$3.12M	Buy	+121,403	New	+$3.08M	2.32%	14
2018 Q1	–	Sell	-54	Closed	-$1K	–	357
2017 Q4	$1K	Buy	+54	New	+$1.4K	﹤0.01%	344

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Signature Wealth Management Group's HRB Position: Q1 2020 in Review

Signature Wealth Management Group sold out of H&R Block (HRB) in Q1 2020, closing a stake of 123,424 shares — an estimated $2.9M sold.

Signature Wealth Management Group first reported a position in HRB in Q4 2017 and held it in 7 quarters. The position peaked at $3.56M in Q2 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Signature Wealth Management Group reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Signature Wealth Management Group sold 123,424 H&R Block shares in Q1 2020, an estimated $2.9M.
Signature Wealth Management Group first reported a position in H&R Block in Q4 2017 and held it in 7 quarters.
Signature Wealth Management Group's H&R Block position peaked at $3.56M in Q2 2019.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Signature Wealth Management Group's 13F filing for Q1 2020, filed 26 May 2020.