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Simplicity Wealth’s H&R Block HRB Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-4,319
Closed -$234K – 800
2024
Q2 		$234K Sell
4,319
-1,510
-26% -$75.2K 0.01% 1041
2024
Q1 		$286K Buy
+5,829
New +$277K 0.01% 934

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's HRB Position: Q3 2024 in Review

Simplicity Wealth sold out of H&R Block (HRB) in Q3 2024, closing a stake of 4,319 shares — an estimated $234K sold.

Simplicity Wealth first reported a position in HRB in Q1 2024 and held it in 2 quarters. The position peaked at $286K in Q1 2024. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • Simplicity Wealth reported no remaining H&R Block position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,319 H&R Block shares in Q3 2024, an estimated $234K.
  • Simplicity Wealth first reported a position in H&R Block in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's H&R Block position peaked at $286K in Q1 2024.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.