CAL
HUCK

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

Capital Advisors Ltd’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
-9
Closed – – 1277
2022
Q4 		$0 Buy
+9
New +$140 ﹤0.01% 1313

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

Capital Advisors Ltd's HUCK Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2023, closing a stake of 9 shares.

Capital Advisors Ltd first reported a position in HUCK in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 145 funds tracked by Wall St. Rank hold HUCK as of Q1 2023.

  • Capital Advisors Ltd reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 9 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2023.
  • Capital Advisors Ltd first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Huckleberry.ai, Inc. Class B Common Stock position peaked at $0 in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.