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WealthBridge Capital Management’s H&R Block HRB Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-288
Closed -$8K – 436
2019
Q1 		$8K Hold
288
– – 0.01% 604
2018
Q4 		$7K Buy
+288
New +$7.69K 0.01% 581

Other funds holding HRB

AAMU
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthBridge Capital Management's HRB Position: Q2 2019 in Review

WealthBridge Capital Management sold out of H&R Block (HRB) in Q2 2019, closing a stake of 288 shares — an estimated $8K sold.

WealthBridge Capital Management first reported a position in HRB in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

  • WealthBridge Capital Management reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 288 H&R Block shares in Q2 2019, an estimated $8K.
  • WealthBridge Capital Management first reported a position in H&R Block in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's H&R Block position peaked at $8K in Q1 2019.
  • 454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.