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

HighTower 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
2023 Q2	–	Sell	-10,021	Closed	-$142K	–	3500
2023 Q1	$142K	Buy	+10,021	New	+$141K	﹤0.01%	2857
2021 Q4	–	Sell	-4,937	Closed	-$416K	–	3337
2021 Q3	$416K	Sell	4,937 -3,152	-39%	-$270K	﹤0.01%	2189
2021 Q2	$652K	Buy	8,089 +3,162	+64%	+$207K	﹤0.01%	1900
2021 Q1	$277K	Buy	+4,927	New	+$320K	﹤0.01%	2357

Other funds holding HUCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

HighTower Advisors's HUCK Position: Q2 2023 in Review

HighTower Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2023, closing a stake of 10,021 shares — an estimated $142K sold.

HighTower Advisors first reported a position in HUCK in Q1 2021 and held it in 4 quarters. The position peaked at $652K in Q2 2021. 135 funds tracked by Wall St. Rank hold HUCK as of Q2 2023.

HighTower Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2023 after selling out during the quarter.
HighTower Advisors sold 10,021 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2023, an estimated $142K.
HighTower Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2021 and held it in 4 quarters.
HighTower Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $652K in Q2 2021.
135 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.