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

V 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
2022 Q2	–	Sell	-20,500	Closed	-$534K	–	432
2022 Q1	$534K	Sell	20,500 -1,300	-6%	-$31.6K	0.09%	235
2021 Q4	$514K	Sell	21,800 -10,700	-33%	-$260K	0.08%	250
2021 Q3	$813K	Sell	32,500 -500	-2%	-$12.5K	0.13%	174
2021 Q2	$775K	Buy	+33,000	New	+$781K	0.12%	190

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

V Wealth Advisors's HRB Position: Q2 2022 in Review

V Wealth Advisors sold out of H&R Block (HRB) in Q2 2022, closing a stake of 20,500 shares — an estimated $534K sold.

V Wealth Advisors first reported a position in HRB in Q2 2021 and held it in 4 quarters. The position peaked at $813K in Q3 2021. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

V Wealth Advisors reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 20,500 H&R Block shares in Q2 2022, an estimated $534K.
V Wealth Advisors first reported a position in H&R Block in Q2 2021 and held it in 4 quarters.
V Wealth Advisors's H&R Block position peaked at $813K in Q3 2021.
434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.