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Strategic Financial Concepts’s H&R Block HRB Stock Holding History

Strategic Financial Concepts’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
-40,034
Closed -$689 – 441
2024
Q2 		$689 Buy
+40,034
New +$1.99M ﹤0.01% 632

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

Strategic Financial Concepts's HRB Position: Q3 2024 in Review

Strategic Financial Concepts sold out of H&R Block (HRB) in Q3 2024, closing a stake of 40,034 shares — an estimated $689 sold.

Strategic Financial Concepts first reported a position in HRB in Q2 2024 and held it in 1 quarter. The position peaked at $689 in Q2 2024. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • Strategic Financial Concepts reported no remaining H&R Block position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 40,034 H&R Block shares in Q3 2024, an estimated $689.
  • Strategic Financial Concepts first reported a position in H&R Block in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's H&R Block position peaked at $689 in Q2 2024.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.