Sowell Financial Services’s H&R Block HRB Stock Holding History

Sowell Financial Services’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
2023 Q1	–	Sell	-35,802	Closed	-$1.32M	–	792
2022 Q4	$1.32M	Buy	+35,802	New	+$1.45M	0.09%	267
2021 Q2	–	Sell	-10,752	Closed	-$251K	–	1489
2021 Q1	$251K	Buy	+10,752	New	+$203K	0.01%	920
2020 Q4	–	Sell	-4,531	Closed	-$78.3K	–	2767
2020 Q3	$74K	Sell	4,531 -461	-9%	-$6.78K	﹤0.01%	1082
2020 Q2	$71K	Buy	4,992 +4,703	+1,627%	+$74.3K	﹤0.01%	1070
2020 Q1	$4K	Sell	289 -51	-15%	-$1.07K	﹤0.01%	1893
2019 Q4	$8K	Sell	340 -1,224	-78%	-$29.4K	﹤0.01%	1755
2019 Q3	$37K	Buy	+1,564	New	+$41.4K	﹤0.01%	1086
2018 Q3	–	Sell	-7,855	Closed	-$202K	–	395
2018 Q2	$202K	Buy	7,855 +6	+0.1%	+$159	0.04%	269
2018 Q1	$210K	Sell	7,849 -271	-3%	-$7.13K	0.05%	250
2017 Q4	$215K	Buy	+8,120	New	+$211K	0.05%	235
2017 Q3	–	Sell	-6,988	Closed	-$212K	–	270
2017 Q2	$212K	Buy	+6,988	New	+$183K	0.06%	230
2017 Q1	–	Sell	-89	Closed	-$2K	–	398
2016 Q4	$2K	Buy	+89	New	+$2.04K	﹤0.01%	589

Other funds holding HRB

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return