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TD Ameritrade Investment Management’s H&R Block HRB Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-2,623
Closed -$84K – 205
2023
Q2 		$84K Buy
2,623
+2,520
+2,447% +$81.4K ﹤0.01% 226
2023
Q1 		$4K Buy
103
+85
+472% +$3.14K ﹤0.01% 435
2022
Q4 		$1K Sell
18
-114
-86% -$4.63K ﹤0.01% 549
2022
Q3 		$6K Sell
132
-27
-17% -$1.14K ﹤0.01% 414
2022
Q2 		$6K Buy
+159
New +$4.91K ﹤0.01% 460
2021
Q4 		– Sell
-363
Closed -$6K – 657
2021
Q3 		$6K Buy
+363
New +$9.04K ﹤0.01% 505
2021
Q2 		– Sell
-369
Closed -$6K – 651
2021
Q1 		$6K Hold
369
– – ﹤0.01% 515
2020
Q4 		$6K Buy
369
+6
+2% +$104 ﹤0.01% 515
2020
Q3 		$6K Buy
+363
New +$5.34K ﹤0.01% 505
2020
Q2 		– Sell
-362
Closed -$5K – 630
2020
Q1 		$5K Sell
362
-58
-14% -$1.22K ﹤0.01% 486
2019
Q4 		$10K Sell
420
-352
-46% -$8.45K ﹤0.01% 455
2019
Q3 		$18K Sell
772
-1,760
-70% -$46.6K ﹤0.01% 381
2019
Q2 		$74K Buy
2,532
+110
+5% +$2.96K ﹤0.01% 221
2019
Q1 		$58K Sell
2,422
-1,446
-37% -$35.5K ﹤0.01% 229
2018
Q4 		$98K Buy
3,868
+71
+2% +$1.9K ﹤0.01% 186
2018
Q3 		$98K Buy
3,797
+1,676
+79% +$42.5K ﹤0.01% 176
2018
Q2 		$48K Buy
+2,121
New +$56.3K ﹤0.01% 139

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

TD Ameritrade Investment Management's HRB Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of H&R Block (HRB) in Q3 2023, closing a stake of 2,623 shares — an estimated $84K sold.

TD Ameritrade Investment Management first reported a position in HRB in Q2 2018 and held it in 17 quarters. The position peaked at $98K in Q4 2018. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,623 H&R Block shares in Q3 2023, an estimated $84K.
  • TD Ameritrade Investment Management first reported a position in H&R Block in Q2 2018 and held it in 17 quarters.
  • TD Ameritrade Investment Management's H&R Block position peaked at $98K in Q4 2018.
  • 410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.