EWM
HUCK

Edge Wealth Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Edge Wealth Management’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
2020
Q1 		– Sell
-29,201
Closed -$640K – 638
2019
Q4 		$640K Buy
29,201
+1,667
+6% +$30.8K 0.13% 88
2019
Q3 		$439K Buy
27,534
+26,334
+2,195% +$636K 0.1% 98
2019
Q2 		$33K Buy
+1,200
New +$41.7K 0.01% 297

Other funds holding HUCK

SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
HLC
Hunt Lane Capital New York $39.6M AUM 58.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Edge Wealth Management's HUCK Position: Q1 2020 in Review

Edge Wealth Management sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2020, closing a stake of 29,201 shares — an estimated $640K sold.

Edge Wealth Management first reported a position in HUCK in Q2 2019 and held it in 3 quarters. The position peaked at $640K in Q4 2019. 101 funds tracked by Wall St. Rank hold HUCK as of Q1 2020.

  • Edge Wealth Management reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 29,201 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2020, an estimated $640K.
  • Edge Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2019 and held it in 3 quarters.
  • Edge Wealth Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $640K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.