BIA
HUCK

Bell Investment Advisors’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Bell Investment 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
2023
Q1 		– Sell
-75
Closed -$1.07K – 1938
2022
Q4 		$1.07K Buy
+75
New +$1.16K ﹤0.01% 1549
2021
Q4 		– Sell
-19
Closed -$2K – 1817
2021
Q3 		$2K Buy
+19
New +$1.63K ﹤0.01% 1054

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

Bell Investment Advisors's HUCK Position: Q1 2023 in Review

Bell Investment Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2023, closing a stake of 75 shares — an estimated $1.07K sold.

Bell Investment Advisors first reported a position in HUCK in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 145 funds tracked by Wall St. Rank hold HUCK as of Q1 2023.

  • Bell Investment Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 75 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2023, an estimated $1.07K.
  • Bell Investment Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2021 and held it in 2 quarters.
  • Bell Investment Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $2K in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.