BCA
HUCK

Berman Capital Advisors’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Berman Capital 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
2021
Q3 		$2K Hold
32
– – ﹤0.01% 1677
2021
Q2 		$2K Buy
+32
New +$2.1K ﹤0.01% 1579

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berman Capital Advisors's HUCK Position: Q3 2021 in Review

Berman Capital Advisors held its Huckleberry.ai, Inc. Class B Common Stock (HUCK) position steady in Q3 2021 at 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Berman Capital Advisors first reported a position in HUCK in Q2 2021 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold HUCK as of Q3 2021.

  • Berman Capital Advisors held 32 shares of Huckleberry.ai, Inc. Class B Common Stock worth $2K as of Q3 2021.
  • Berman Capital Advisors left its Huckleberry.ai, Inc. Class B Common Stock share count unchanged in Q3 2021.
  • Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1677 holding.
  • Berman Capital Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2021 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.