JWM
HUCK

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

Janiczek 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
2023
Q1 		– Sell
-10
Closed -$140 – 1023
2022
Q4 		$140 Hold
10
– – ﹤0.01% 1004
2022
Q3 		$0 Hold
10
– – ﹤0.01% 943
2022
Q2 		$0 Hold
10
– – ﹤0.01% 972
2022
Q1 		$1K Hold
10
– – ﹤0.01% 850
2021
Q4 		$0 Buy
+10
New +$735 ﹤0.01% 1028

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

Janiczek Wealth Management's HUCK Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2023, closing a stake of 10 shares — an estimated $140 sold.

Janiczek Wealth Management first reported a position in HUCK in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 145 funds tracked by Wall St. Rank hold HUCK as of Q1 2023.

  • Janiczek Wealth Management reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 10 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2023, an estimated $140.
  • Janiczek Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2021 and held it in 5 quarters.
  • Janiczek Wealth Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $1K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.