Wealthcare Advisory Partners’s H&R Block HRB Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-120	Closed	-$3K	–	1129
2021 Q1	$3K	Buy	+120	New	+$2.27K	﹤0.01%	1781
2020 Q1	–	Sell	-34	Closed	-$1K	–	1528
2019 Q4	$1K	Buy	+34	New	+$816	﹤0.01%	1324

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthcare Advisory Partners's HRB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of H&R Block (HRB) in Q2 2021, closing a stake of 120 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in HRB in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 390 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 120 H&R Block shares in Q2 2021, an estimated $3K.
Wealthcare Advisory Partners first reported a position in H&R Block in Q4 2019 and held it in 2 quarters.
Wealthcare Advisory Partners's H&R Block position peaked at $3K in Q1 2021.
390 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.