NFG
HUCK

Next Financial Group’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Next Financial Group’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
2021
Q4 		$5K Buy
+91
New +$6.69K ﹤0.01% 2410
2020
Q1 		– Sell
-100
Closed -$2K – 2181
2019
Q4 		$2K Hold
100
– – ﹤0.01% 2151
2019
Q3 		$2K Hold
100
– – ﹤0.01% 2101
2019
Q2 		$3K Buy
+100
New +$3.48K ﹤0.01% 2000

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
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Next Financial Group's HUCK Position: Q4 2021 in Review

Next Financial Group opened a new position in Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2021: 91 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2410 among its holdings. This is a return to the name: Next Financial Group previously reported a position in HUCK as recently as Q4 2019.

Next Financial Group first reported a position in HUCK in Q2 2019 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold HUCK as of Q4 2021.

  • Next Financial Group held 91 shares of Huckleberry.ai, Inc. Class B Common Stock worth $5K as of Q4 2021.
  • Huckleberry.ai, Inc. Class B Common Stock was a new Next Financial Group position in Q4 2021.
  • Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2410 holding.
  • Next Financial Group first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2019 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.