TWA
HRB icon

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

TCI 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
Q2 		– Sell
-481
Closed -$17K – 1097
2023
Q1 		$17K Buy
481
+212
+79% +$7.84K ﹤0.01% 798
2022
Q4 		$9.82K Sell
269
-90
-25% -$3.66K ﹤0.01% 1080
2022
Q3 		$15K Buy
359
+183
+104% +$7.74K ﹤0.01% 796
2022
Q2 		$6K Hold
176
– – ﹤0.01% 1351
2022
Q1 		$5K Hold
176
– – ﹤0.01% 1548
2021
Q4 		$4K Sell
176
-12
-6% -$291 ﹤0.01% 1826
2021
Q3 		$5K Buy
188
+12
+7% +$299 ﹤0.01% 1596
2021
Q2 		$4K Hold
176
– – ﹤0.01% 1580
2021
Q1 		$4K Sell
176
-73
-29% -$1.38K ﹤0.01% 1376
2020
Q4 		$4K Buy
249
+62
+33% +$1.07K ﹤0.01% 970
2020
Q3 		$3K Buy
+187
New +$2.75K ﹤0.01% 954
2016
Q4 		– Sell
-102
Closed -$2K – 1402
2016
Q3 		$2K Buy
+102
New +$2.39K ﹤0.01% 972
2016
Q2 		– Sell
-365
Closed -$10K – 1333
2016
Q1 		$10K Hold
365
– – 0.01% 577
2015
Q4 		$12K Hold
365
– – 0.01% 538
2015
Q3 		$13K Hold
365
– – 0.01% 459
2015
Q2 		$11K Buy
+365
New +$11.4K 0.01% 507
2013
Q3 		– Sell
-2,000
Closed -$56K – 808
2013
Q2 		$56K Buy
+2,000
New +$57.1K 0.04% 207

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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return