SWRP
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Summit Wealth & Retirement Planning’s H&R Block HRB Stock Holding History

Summit Wealth & Retirement Planning’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
2019
Q3 		– Sell
-8,000
Closed -$234K – 124
2019
Q2 		$234K Buy
+8,000
New +$215K 0.14% 122

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Summit Wealth & Retirement Planning's HRB Position: Q3 2019 in Review

Summit Wealth & Retirement Planning sold out of H&R Block (HRB) in Q3 2019, closing a stake of 8,000 shares — an estimated $234K sold.

Summit Wealth & Retirement Planning first reported a position in HRB in Q2 2019 and held it in 1 quarter. The position peaked at $234K in Q2 2019. 433 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

  • Summit Wealth & Retirement Planning reported no remaining H&R Block position as of Q3 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 8,000 H&R Block shares in Q3 2019, an estimated $234K.
  • Summit Wealth & Retirement Planning first reported a position in H&R Block in Q2 2019 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's H&R Block position peaked at $234K in Q2 2019.
  • 433 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2019, filed 12 Nov 2019.