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Wealthspire Advisors (Maryland)’s H&R Block HRB Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,426
Closed -$34K – 1138
2019
Q1 		$34K Sell
1,426
-150
-10% -$3.69K ﹤0.01% 1058
2018
Q4 		$40K Buy
1,576
+287
+22% +$7.66K ﹤0.01% 948
2018
Q3 		$33K Buy
1,289
+77
+6% +$1.95K ﹤0.01% 1108
2018
Q2 		$28K Sell
1,212
-166
-12% -$4.41K ﹤0.01% 1183
2018
Q1 		$35K Buy
1,378
+67
+5% +$1.76K ﹤0.01% 1114
2017
Q4 		$34K Buy
1,311
+144
+12% +$3.74K ﹤0.01% 1152
2017
Q3 		$31K Buy
1,167
+37
+3% +$1.07K ﹤0.01% 1150
2017
Q2 		$35K Hold
1,130
– – ﹤0.01% 1070
2017
Q1 		$26K Buy
1,130
+160
+16% +$3.58K ﹤0.01% 995
2016
Q4 		$22K Sell
970
-4,561
-82% -$104K ﹤0.01% 989
2016
Q3 		$128K Buy
5,531
+222
+4% +$5.19K 0.02% 503
2016
Q2 		$122K Buy
5,309
+932
+21% +$20.7K 0.02% 494
2016
Q1 		$116K Buy
4,377
+3,613
+473% +$113K 0.02% 491
2015
Q4 		$25K Buy
+764
New +$27.2K ﹤0.01% 906

Other funds holding HRB

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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

Wealthspire Advisors (Maryland)'s HRB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of H&R Block (HRB) in Q2 2019, closing a stake of 1,426 shares — an estimated $34K sold.

Wealthspire Advisors (Maryland) first reported a position in HRB in Q4 2015 and held it in 14 quarters. The position peaked at $128K in Q3 2016. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,426 H&R Block shares in Q2 2019, an estimated $34K.
  • Wealthspire Advisors (Maryland) first reported a position in H&R Block in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s H&R Block position peaked at $128K in Q3 2016.
  • 454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.