RFA
HUCK

Register Financial Advisors’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Register Financial 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
2024
Q3 		– Sell
-50
Closed -$386 – 415
2024
Q2 		$386 Hold
50
– – ﹤0.01% 714
2024
Q1 		$446 Buy
+50
New +$520 ﹤0.01% 719
2023
Q4 		– Sell
-50
Closed -$491 – 395
2023
Q3 		$491 Hold
50
– – ﹤0.01% 571
2023
Q2 		$733 Hold
50
– – ﹤0.01% 521
2023
Q1 		$710 Hold
50
– – ﹤0.01% 519
2022
Q4 		$712 Buy
+50
New +$776 ﹤0.01% 766

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
TAC
Twenty Acre Capital Newtown, Pennsylvania $12.4M AUM 49.87% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Register Financial Advisors's HUCK Position: Q3 2024 in Review

Register Financial Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2024, closing a stake of 50 shares — an estimated $386 sold.

Register Financial Advisors first reported a position in HUCK in Q4 2022 and held it in 6 quarters. The position peaked at $733 in Q2 2023. 110 funds tracked by Wall St. Rank hold HUCK as of Q3 2024.

  • Register Financial Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 50 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2024, an estimated $386.
  • Register Financial Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $733 in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.