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Wetzel Investment Advisors’s H&R Block HRB Stock Holding History

Wetzel Investment Advisors’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
2024
Q2 		– Sell
-151
Closed -$7.03K – 972
2024
Q1 		$7.03K Buy
151
+44
+41% +$2.09K ﹤0.01% 611
2023
Q4 		$5K Buy
+107
New +$4.77K ﹤0.01% 681

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's HRB Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of H&R Block (HRB) in Q2 2024, closing a stake of 151 shares — an estimated $7.03K sold.

Wetzel Investment Advisors first reported a position in HRB in Q4 2023 and held it in 2 quarters. The position peaked at $7.03K in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 151 H&R Block shares in Q2 2024, an estimated $7.03K.
  • Wetzel Investment Advisors first reported a position in H&R Block in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's H&R Block position peaked at $7.03K in Q1 2024.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.