SIA
HUCK

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

Soltis 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
Q2 		– Sell
-11,140
Closed -$111K – 185
2020
Q1 		$111K Hold
11,140
– – 0.03% 156
2019
Q4 		$242K Buy
+11,140
New +$206K 0.05% 133

Other funds holding HUCK

SCH
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Soltis Investment Advisors's HUCK Position: Q2 2020 in Review

Soltis Investment Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2020, closing a stake of 11,140 shares — an estimated $111K sold.

Soltis Investment Advisors first reported a position in HUCK in Q4 2019 and held it in 2 quarters. The position peaked at $242K in Q4 2019. 136 funds tracked by Wall St. Rank hold HUCK as of Q2 2020.

  • Soltis Investment Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2020 after selling out during the quarter.
  • Soltis Investment Advisors sold 11,140 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2020, an estimated $111K.
  • Soltis Investment Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2019 and held it in 2 quarters.
  • Soltis Investment Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $242K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2020.

Based on Soltis Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.