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	–	287
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WealthPLAN Partners's HRB Position: Q3 2023 in Review

WealthPLAN Partners sold out of H&R Block (HRB) in Q3 2023, closing a stake of 1,490 shares — an estimated $47.5K sold.

WealthPLAN Partners first reported a position in HRB in Q1 2015 and held it in 7 quarters. The position peaked at $52.5K in Q1 2023. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

WealthPLAN Partners reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,490 H&R Block shares in Q3 2023, an estimated $47.5K.
WealthPLAN Partners first reported a position in H&R Block in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's H&R Block position peaked at $52.5K in Q1 2023.
410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.