Vantage Consulting Group’s H&R Block HRB Stock Holding History

Vantage Consulting Group’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
2021 Q1	–	Sell	-558	Closed	-$9K	–	753
2020 Q4	$9K	Buy	+558	New	+$9.64K	﹤0.01%	1246

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Vantage Consulting Group's HRB Position: Q1 2021 in Review

Vantage Consulting Group sold out of H&R Block (HRB) in Q1 2021, closing a stake of 558 shares — an estimated $9K sold.

Vantage Consulting Group first reported a position in HRB in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 375 funds tracked by Wall St. Rank hold HRB as of Q1 2021.

Vantage Consulting Group reported no remaining H&R Block position as of Q1 2021 after selling out during the quarter.
Vantage Consulting Group sold 558 H&R Block shares in Q1 2021, an estimated $9K.
Vantage Consulting Group first reported a position in H&R Block in Q4 2020 and held it in 1 quarter.
Vantage Consulting Group's H&R Block position peaked at $9K in Q4 2020.
375 funds tracked by Wall St. Rank held H&R Block as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.