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H&R Block shares owned by CWC Advisors

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by CWC Advisors from 13F filings

Historical chart of CWC Advisors investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by CWC Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by CWC Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $506k 8.0k 63.55

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Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
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Select Sector Spdr Tr Energy (XLE)
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Affiliated Managers (AMG)
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Microsoft Corporation (MSFT)

View all positions for CWC Advisors

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
Charles Schwab Investment Management
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Pacer Advisors
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
AQR Capital Management
Lazard Asset Management
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block