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

Wealthcare 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
2021
Q2 		– Sell
-47
Closed -$1K – 337
2021
Q1 		$1K Buy
+47
New +$888 ﹤0.01% 682
2015
Q2 		– Sell
-179
Closed -$6K – 602
2015
Q1 		$6K Buy
+179
New +$5.99K ﹤0.01% 590

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthcare Capital Management's HRB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of H&R Block (HRB) in Q2 2021, closing a stake of 47 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in HRB in Q1 2015 and held it in 2 quarters. The position peaked at $6K in Q1 2015. 390 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 47 H&R Block shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in H&R Block in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's H&R Block position peaked at $6K in Q1 2015.
  • 390 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

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