Valley Wealth Managers’s H&R Block HRB Stock Holding History

Valley Wealth Managers’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 Q3	–	Sell	-50	Closed	-$2.71K	–	423
2024 Q2	$2.71K	Buy	+50	New	+$2.49K	﹤0.01%	328

Other funds holding HRB

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

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

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley Wealth Managers's HRB Position: Q3 2024 in Review

Valley Wealth Managers sold out of H&R Block (HRB) in Q3 2024, closing a stake of 50 shares — an estimated $2.71K sold.

Valley Wealth Managers first reported a position in HRB in Q2 2024 and held it in 1 quarter. The position peaked at $2.71K in Q2 2024. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

Valley Wealth Managers reported no remaining H&R Block position as of Q3 2024 after selling out during the quarter.
Valley Wealth Managers sold 50 H&R Block shares in Q3 2024, an estimated $2.71K.
Valley Wealth Managers first reported a position in H&R Block in Q2 2024 and held it in 1 quarter.
Valley Wealth Managers's H&R Block position peaked at $2.71K in Q2 2024.
542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.