Money Concepts Capital’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Money Concepts Capital’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	-105	Closed	-$1.5K	–	1085
2022 Q4	$1.5K	Hold	105	–	–	﹤0.01%	2782
2022 Q3	$2K	Hold	105	–	–	﹤0.01%	1375
2022 Q2	$3K	Hold	105	–	–	﹤0.01%	1251
2022 Q1	$5K	Buy	+105	New	+$4.77K	﹤0.01%	2190

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

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

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

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

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

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

Money Concepts Capital's HUCK Position: Q1 2023 in Review

Money Concepts Capital sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2023, closing a stake of 105 shares — an estimated $1.5K sold.

Money Concepts Capital first reported a position in HUCK in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 145 funds tracked by Wall St. Rank hold HUCK as of Q1 2023.

Money Concepts Capital reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 105 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2023, an estimated $1.5K.
Money Concepts Capital first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Huckleberry.ai, Inc. Class B Common Stock position peaked at $5K in Q1 2022.
145 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.