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

Tradition 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 Q1	–	Sell	-784	Closed	-$38K	–	747
2023 Q4	$38K	Hold	784	–	–	﹤0.01%	690
2023 Q3	$34K	Hold	784	–	–	﹤0.01%	694
2023 Q2	$25K	Sell	784 -250	-24%	-$8.08K	﹤0.01%	819
2023 Q1	$36K	Buy	1,034 +620	+150%	+$22.9K	﹤0.01%	701
2022 Q4	$15K	Hold	414	–	–	﹤0.01%	809
2022 Q3	$18K	Sell	414 -50	-11%	-$2.12K	﹤0.01%	786
2022 Q2	$16K	Sell	464 -400	-46%	-$12.3K	﹤0.01%	694
2022 Q1	$22K	Hold	864	–	–	﹤0.01%	692
2021 Q4	$20K	Hold	864	–	–	﹤0.01%	727
2021 Q3	$22K	Hold	864	–	–	﹤0.01%	700
2021 Q2	$20K	Hold	864	–	–	﹤0.01%	752
2021 Q1	$19K	Hold	864	–	–	﹤0.01%	641
2020 Q4	$14K	Buy	+864	New	+$14.9K	﹤0.01%	659

Other funds holding HRB

Fidelity Investments

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

BlackRock New York $5.7T 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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Boston Partners

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

Fuller & Thaler Asset Management

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

Geode Capital Management

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