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TFO Wealth Partners’s H&R Block HRB Stock Holding History

TFO Wealth Partners’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
-3
Closed -$147 – 375
2024
Q1 		$147 Hold
3
– – ﹤0.01% 566
2023
Q4 		$145 Hold
3
– – ﹤0.01% 728
2023
Q3 		$96 Hold
3
– – ﹤0.01% 977
2023
Q2 		$96 Hold
3
– – ﹤0.01% 670
2023
Q1 		$106 Buy
3
+2
+200% +$74 ﹤0.01% 632
2022
Q4 		$709 Buy
+1
New +$41 ﹤0.01% 426

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's HRB Position: Q2 2024 in Review

TFO Wealth Partners sold out of H&R Block (HRB) in Q2 2024, closing a stake of 3 shares — an estimated $147 sold.

TFO Wealth Partners first reported a position in HRB in Q4 2022 and held it in 6 quarters. The position peaked at $709 in Q4 2022. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • TFO Wealth Partners reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 H&R Block shares in Q2 2024, an estimated $147.
  • TFO Wealth Partners first reported a position in H&R Block in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's H&R Block position peaked at $709 in Q4 2022.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.