AWM
HUCK

Avior Wealth Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Avior Wealth Management’s Portfolio HUCK Stock Details HUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$62 – 2664
2024
Q1 		$62 Buy
+7
New +$73 ﹤0.01% 3394

Other funds holding HUCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAC
Twenty Acre Capital Newtown, Pennsylvania $12.4M AUM 49.87% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

Avior Wealth Management's HUCK Position: Q2 2024 in Review

Avior Wealth Management sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2024, closing a stake of 7 shares — an estimated $62 sold.

Avior Wealth Management first reported a position in HUCK in Q1 2024 and held it in 1 quarter. The position peaked at $62 in Q1 2024. 116 funds tracked by Wall St. Rank hold HUCK as of Q2 2024.

  • Avior Wealth Management reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2024, an estimated $62.
  • Avior Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $62 in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.