WP
HRB icon

WealthPLAN Partners’s H&R Block HRB Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,490
Closed -$47.5K – 660
2023
Q2 		$47.5K Hold
1,490
– – 0.01% 520
2023
Q1 		$52.5K Buy
+1,490
New +$55.1K 0.01% 543
2017
Q2 		– Sell
-506
Closed -$11.6K – 289
2017
Q1 		$11.6K Buy
+506
New +$11.3K 0.04% 249
2016
Q3 		$22.7K Sell
1,006
-500
-33% -$11.7K 0.01% 458
2016
Q2 		$23.1K Buy
+1,506
New +$33.5K ﹤0.01% 1327
2015
Q4 		$16.8K Buy
+506
New +$18K ﹤0.01% 982
2015
Q2 		– Sell
-505
Closed -$16K – 469
2015
Q1 		$16K Buy
+505
New +$16.9K 0.01% 336

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return