VVP
HRB icon

Venture Visionary Partners’s H&R Block HRB Stock Holding History

Venture Visionary Partners’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
Q4 		– Sell
-3,500
Closed -$222K – 565
2024
Q3 		$222K Buy
+3,500
New +$209K 0.01% 508
2022
Q3 		– Sell
-3,500
Closed -$124K – 938
2022
Q2 		$124K Buy
+3,500
New +$108K 0.01% 551

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Venture Visionary Partners's HRB Position: Q4 2024 in Review

Venture Visionary Partners sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,500 shares — an estimated $222K sold.

Venture Visionary Partners first reported a position in HRB in Q2 2022 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Venture Visionary Partners reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Venture Visionary Partners sold 3,500 H&R Block shares in Q4 2024, an estimated $222K.
  • Venture Visionary Partners first reported a position in H&R Block in Q2 2022 and held it in 2 quarters.
  • Venture Visionary Partners's H&R Block position peaked at $222K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Venture Visionary Partners's 13F filing for Q4 2024, filed 12 Feb 2025.