CWMU
HUCK

Caliber Wealth Management (Utah)’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$151K Buy
16,980
+2,704
+19% +$28.1K 0.08% 57
2023
Q4 		$147K Hold
14,276
– – 0.09% 54
2023
Q3 		$140K Hold
14,276
– – 0.09% 55
2023
Q2 		$209K Buy
14,276
+2,524
+21% +$37.3K 0.14% 54
2023
Q1 		$167K Buy
+11,752
New +$166K 0.12% 59
2022
Q1 		– Sell
-8,619
Closed -$390K – 62
2021
Q4 		$390K Hold
8,619
– – 0.27% 59
2021
Q3 		$784K Buy
+8,619
New +$738K 0.55% 62

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Caliber Wealth Management (Utah)'s HUCK Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 19% in Q1 2024, buying an estimated $28.1K and bringing the position to 16,980 shares worth $151K. The position accounts for 0.08% of the portfolio, ranked #57.

Caliber Wealth Management (Utah) first reported a position in HUCK in Q3 2021 and has held it in 7 quarters since. The position peaked at $784K in Q3 2021. 129 funds tracked by Wall St. Rank hold HUCK as of Q1 2024.

  • Caliber Wealth Management (Utah) held 16,980 shares of Huckleberry.ai, Inc. Class B Common Stock worth $151K as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 2,704 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2024, an estimated $28.1K.
  • Huckleberry.ai, Inc. Class B Common Stock made up 0.08% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #57 holding.
  • Caliber Wealth Management (Utah) first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2021 and has held it in 7 quarters since.
  • Caliber Wealth Management (Utah)'s Huckleberry.ai, Inc. Class B Common Stock position peaked at $784K in Q3 2021.
  • 129 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.