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

Source 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
2022 Q2	–	Sell	-3,963	Closed	-$200K	–	111
2022 Q1	$200K	Buy	+3,963	New	+$180K	0.06%	111
2021 Q4	–	Sell	-3,963	Closed	-$335K	–	109
2021 Q3	$335K	Hold	3,963	–	–	0.09%	86
2021 Q2	$320K	Hold	3,963	–	–	0.08%	86
2021 Q1	$223K	Hold	3,963	–	–	0.06%	102
2020 Q4	$253K	Buy	+3,963	New	+$171K	0.07%	96

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Source Financial Advisors's HUCK Position: Q2 2022 in Review

Source Financial Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2022, closing a stake of 3,963 shares — an estimated $200K sold.

Source Financial Advisors first reported a position in HUCK in Q4 2020 and held it in 5 quarters. The position peaked at $335K in Q3 2021. 156 funds tracked by Wall St. Rank hold HUCK as of Q2 2022.

Source Financial Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2022 after selling out during the quarter.
Source Financial Advisors sold 3,963 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2022, an estimated $200K.
Source Financial Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2020 and held it in 5 quarters.
Source Financial Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $335K in Q3 2021.
156 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2022.

Based on Source Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.