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 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

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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Tradition Wealth Management's HRB Position: Q1 2024 in Review

Tradition Wealth Management sold out of H&R Block (HRB) in Q1 2024, closing a stake of 784 shares — an estimated $38K sold.

Tradition Wealth Management first reported a position in HRB in Q4 2020 and held it in 13 quarters. The position peaked at $38K in Q4 2023. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

Tradition Wealth Management reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 784 H&R Block shares in Q1 2024, an estimated $38K.
Tradition Wealth Management first reported a position in H&R Block in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's H&R Block position peaked at $38K in Q4 2023.
480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.