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Turtle Creek Wealth Advisors’s H&R Block HRB Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-224
Closed -$10.8K – 476
2023
Q4 		$10.8K Buy
+224
New +$9.98K ﹤0.01% 536

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turtle Creek Wealth Advisors's HRB Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of H&R Block (HRB) in Q1 2024, closing a stake of 224 shares — an estimated $10.8K sold.

Turtle Creek Wealth Advisors first reported a position in HRB in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 224 H&R Block shares in Q1 2024, an estimated $10.8K.
  • Turtle Creek Wealth Advisors first reported a position in H&R Block in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's H&R Block position peaked at $10.8K in Q4 2023.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.