BPWA
HUCK

Beacon Pointe Wealth Advisors’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$398K Sell
18,350
-700
-4% -$12.9K 0.07% 183
2019
Q3 		$305K Buy
19,050
+3,950
+26% +$95.4K 0.06% 212
2019
Q2 		$413K Buy
+15,100
New +$525K 0.09% 179

Other funds holding HUCK

SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Beacon Pointe Wealth Advisors's HUCK Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 3.7% in Q4 2019, selling an estimated $12.9K and leaving 18,350 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #183.

Beacon Pointe Wealth Advisors first reported a position in HUCK in Q2 2019 and has held it in 3 quarters since. The position peaked at $413K in Q2 2019. 111 funds tracked by Wall St. Rank hold HUCK as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 18,350 shares of Huckleberry.ai, Inc. Class B Common Stock worth $398K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 700 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2019, an estimated $12.9K.
  • Huckleberry.ai, Inc. Class B Common Stock made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #183 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2019 and has held it in 3 quarters since.
  • Beacon Pointe Wealth Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $413K in Q2 2019.
  • 111 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.