SWA
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Sutton Wealth Advisors’s H&R Block HRB Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-19
Closed -$694 – 1146
2022
Q4 		$694 Hold
19
– – ﹤0.01% 1424
2022
Q3 		$808 Hold
19
– – ﹤0.01% 1353
2022
Q2 		$671 Hold
19
– – ﹤0.01% 1393
2022
Q1 		$495 Hold
19
– – ﹤0.01% 1485
2021
Q4 		$448 Buy
+19
New +$461 ﹤0.01% 1547
2016
Q2 		– Hold
0
– – – 1050
2016
Q1 		– Hold
0
– – – 1014

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
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
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