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	–	1401
2016 Q3	$2K	Buy	+102	New	+$2.39K	﹤0.01%	972
2016 Q2	–	Sell	-365	Closed	-$10K	–	1332
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	–	807
2013 Q2	$56K	Buy	+2,000	New	+$57.1K	0.04%	207

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's HRB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of H&R Block (HRB) in Q2 2023, closing a stake of 481 shares — an estimated $17K sold.

TCI Wealth Advisors first reported a position in HRB in Q2 2013 and held it in 17 quarters. The position peaked at $56K in Q2 2013. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

TCI Wealth Advisors reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 481 H&R Block shares in Q2 2023, an estimated $17K.
TCI Wealth Advisors first reported a position in H&R Block in Q2 2013 and held it in 17 quarters.
TCI Wealth Advisors's H&R Block position peaked at $56K in Q2 2013.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.