SCA
HRB icon

Snowden Capital Advisors’s H&R Block HRB Stock Holding History

Snowden Capital 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
2022
Q1 		– Sell
-3,800
Closed -$89K – 1494
2021
Q4 		$89K Buy
+3,800
New +$92.2K ﹤0.01% 878

Other funds holding HRB

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Snowden Capital Advisors's HRB Position: Q1 2022 in Review

Snowden Capital Advisors sold out of H&R Block (HRB) in Q1 2022, closing a stake of 3,800 shares — an estimated $89K sold.

Snowden Capital Advisors first reported a position in HRB in Q4 2021 and held it in 1 quarter. The position peaked at $89K in Q4 2021. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

  • Snowden Capital Advisors reported no remaining H&R Block position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 3,800 H&R Block shares in Q1 2022, an estimated $89K.
  • Snowden Capital Advisors first reported a position in H&R Block in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's H&R Block position peaked at $89K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.