WQ
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Wealth Quarterback’s H&R Block HRB Stock Holding History

Wealth Quarterback’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
Q3 		$6K Buy
227
+3
+1% +$75 ﹤0.01% 560
2021
Q2 		$6K Buy
+224
New +$5.3K ﹤0.01% 573
2020
Q2 		– Sell
-206
Closed -$2.9K – 393
2020
Q1 		$2.9K Buy
206
+2
+1% +$42 ﹤0.01% 701
2019
Q4 		$4.79K Buy
+204
New +$4.9K ﹤0.01% 639

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealth Quarterback's HRB Position: Q3 2021 in Review

Wealth Quarterback increased its H&R Block (HRB) stake by 1.3% in Q3 2021, buying an estimated $75 and bringing the position to 227 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Wealth Quarterback first reported a position in HRB in Q4 2019 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold HRB as of Q3 2021.

  • Wealth Quarterback held 227 shares of H&R Block worth $6K as of Q3 2021.
  • Wealth Quarterback bought 3 H&R Block shares in Q3 2021, an estimated $75.
  • H&R Block made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #560 holding.
  • Wealth Quarterback first reported a position in H&R Block in Q4 2019 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held H&R Block as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.