WR Wealth Planners’s H&R Block HRB Stock Holding History

WR Wealth Planners’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 Q4	$476	Sell	9 -278	-97%	-$16.3K	﹤0.01%	992
2024 Q3	$18.2K	Hold	287	–	–	0.01%	507
2024 Q2	$15.6K	Hold	287	–	–	﹤0.01%	492
2024 Q1	$14.1K	Buy	+287	New	+$13.6K	﹤0.01%	522
2023 Q4	–	Sell	-278	Closed	-$12K	–	485
2023 Q3	$12K	Hold	278	–	–	﹤0.01%	514
2023 Q2	$8.86K	Sell	278 -65	-19%	-$2.1K	﹤0.01%	598
2023 Q1	$12.1K	Buy	343 +65	+23%	+$2.4K	0.01%	510
2022 Q4	$10.2K	Hold	278	–	–	0.01%	263
2022 Q3	$11.8K	Hold	278	–	–	0.01%	244
2022 Q2	$9.82K	Hold	278	–	–	0.01%	285
2022 Q1	$7.24K	Buy	+278	New	+$6.75K	﹤0.01%	330

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WR Wealth Planners's HRB Position: Q4 2024 in Review

WR Wealth Planners reduced its H&R Block (HRB) stake by 97% in Q4 2024, selling an estimated $16.3K and leaving 9 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #992.

WR Wealth Planners first reported a position in HRB in Q1 2022 and has held it in 11 quarters since. The position peaked at $18.2K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

WR Wealth Planners held 9 shares of H&R Block worth $476 as of Q4 2024.
WR Wealth Planners sold 278 H&R Block shares in Q4 2024, an estimated $16.3K.
H&R Block made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #992 holding.
WR Wealth Planners first reported a position in H&R Block in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's H&R Block position peaked at $18.2K in Q3 2024.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.