OIA
HUCK

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

Optimum Investment 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
2020
Q4 		– Sell
-100
Closed -$4K – 888
2020
Q3 		$4K Buy
+100
New +$3.6K ﹤0.01% 776

Other funds holding HUCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Optimum Investment Advisors's HUCK Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2020, closing a stake of 100 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in HUCK in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 156 funds tracked by Wall St. Rank hold HUCK as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2020, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2020 and held it in 1 quarter.
  • Optimum Investment Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $4K in Q3 2020.
  • 156 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.