BEI
HUCK

Benjamin Edwards Inc’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Benjamin Edwards Inc’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
Q2 		– Sell
-1,544
Closed -$22K – 686
2023
Q1 		$22K Buy
1,544
+924
+149% +$13K 0.01% 526
2022
Q4 		$9K Buy
+620
New +$9.62K ﹤0.01% 593

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Benjamin Edwards Inc's HUCK Position: Q2 2023 in Review

Benjamin Edwards Inc sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2023, closing a stake of 1,544 shares — an estimated $22K sold.

Benjamin Edwards Inc first reported a position in HUCK in Q4 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2023. 135 funds tracked by Wall St. Rank hold HUCK as of Q2 2023.

  • Benjamin Edwards Inc reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,544 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2023, an estimated $22K.
  • Benjamin Edwards Inc first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2022 and held it in 2 quarters.
  • Benjamin Edwards Inc's Huckleberry.ai, Inc. Class B Common Stock position peaked at $22K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2023.

Based on Benjamin Edwards Inc's 13F filing for Q2 2023, filed 15 Aug 2023.