JWA
HUCK

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

JFS Wealth 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
2022
Q2 		– Sell
-12
Closed -$1K – 1797
2022
Q1 		$1K Buy
12
+7
+140% +$318 ﹤0.01% 1620
2021
Q4 		$0 Buy
+5
New +$368 ﹤0.01% 1757

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JFS Wealth Advisors's HUCK Position: Q2 2022 in Review

JFS Wealth Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in HUCK in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 156 funds tracked by Wall St. Rank hold HUCK as of Q2 2022.

  • JFS Wealth Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 12 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2022, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2021 and held it in 2 quarters.
  • JFS Wealth Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $1K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.