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SYSTM Wealth Solutions’s H&R Block HRB Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-763
Closed -$37.5K – 803
2024
Q1 		$37.5K Buy
763
+33
+5% +$1.57K ﹤0.01% 622
2023
Q4 		$35.3K Buy
+730
New +$32.5K ﹤0.01% 642

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYSTM Wealth Solutions's HRB Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of H&R Block (HRB) in Q2 2024, closing a stake of 763 shares — an estimated $37.5K sold.

SYSTM Wealth Solutions first reported a position in HRB in Q4 2023 and held it in 2 quarters. The position peaked at $37.5K in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 763 H&R Block shares in Q2 2024, an estimated $37.5K.
  • SYSTM Wealth Solutions first reported a position in H&R Block in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's H&R Block position peaked at $37.5K in Q1 2024.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.