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	–	1145
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

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sutton Wealth Advisors's HRB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of H&R Block (HRB) in Q1 2023, closing a stake of 19 shares — an estimated $694 sold.

Sutton Wealth Advisors first reported a position in HRB in Q4 2021 and held it in 5 quarters. The position peaked at $808 in Q3 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Sutton Wealth Advisors reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 19 H&R Block shares in Q1 2023, an estimated $694.
Sutton Wealth Advisors first reported a position in H&R Block in Q4 2021 and held it in 5 quarters.
Sutton Wealth Advisors's H&R Block position peaked at $808 in Q3 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.