Taylor Hoffman Wealth Management’s H&R Block HRB Stock Holding History

Taylor Hoffman Wealth Management’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	$206K	Buy	+3,772	New	+$188K	0.08%	109
2020 Q3	–	Sell	-68	Closed	-$1K	–	223
2020 Q2	$1K	Buy	+68	New	+$1.07K	﹤0.01%	375
2020 Q1	–	Sell	-37,731	Closed	-$886K	–	228
2019 Q4	$886K	Sell	37,731 -1,063	-3%	-$25.5K	0.57%	54
2019 Q3	$916K	Sell	38,794 -37	-0.1%	-$979	0.65%	50
2019 Q2	$1.14M	Buy	38,831 +4,849	+14%	+$130K	0.92%	34
2019 Q1	$814K	Buy	+33,982	New	+$835K	0.6%	53

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Taylor Hoffman Wealth Management's HRB Position: Q2 2024 in Review

Taylor Hoffman Wealth Management opened a new position in H&R Block (HRB) in Q2 2024: 3,772 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings. This is a return to the name: Taylor Hoffman Wealth Management previously reported a position in HRB as recently as Q2 2020.

Taylor Hoffman Wealth Management first reported a position in HRB in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2019. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

Taylor Hoffman Wealth Management held 3,772 shares of H&R Block worth $206K as of Q2 2024.
H&R Block was a new Taylor Hoffman Wealth Management position in Q2 2024.
H&R Block made up 0.08% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #109 holding.
Taylor Hoffman Wealth Management first reported a position in H&R Block in Q1 2019 and has held it in 6 quarters since.
Taylor Hoffman Wealth Management's H&R Block position peaked at $1.14M in Q2 2019.
495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.