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

SteelPeak 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
2020 Q2	–	Sell	-11,524	Closed	-$162K	–	286
2020 Q1	$162K	Buy	+11,524	New	+$241K	0.03%	216

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

SteelPeak Wealth's HRB Position: Q2 2020 in Review

SteelPeak Wealth sold out of H&R Block (HRB) in Q2 2020, closing a stake of 11,524 shares — an estimated $162K sold.

SteelPeak Wealth first reported a position in HRB in Q1 2020 and held it in 1 quarter. The position peaked at $162K in Q1 2020. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

SteelPeak Wealth reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
SteelPeak Wealth sold 11,524 H&R Block shares in Q2 2020, an estimated $162K.
SteelPeak Wealth first reported a position in H&R Block in Q1 2020 and held it in 1 quarter.
SteelPeak Wealth's H&R Block position peaked at $162K in Q1 2020.
383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on SteelPeak Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.