Steward Partners Investment Advisory’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-300	Closed	-$10K	–	2762
2020 Q2	$10K	Sell	300 -150	-33%	-$3.34K	﹤0.01%	2033
2020 Q1	$4K	Hold	450	–	–	﹤0.01%	2131
2019 Q4	$9K	Buy	450 +200	+80%	+$3.69K	﹤0.01%	2044
2019 Q3	$4K	Hold	250	–	–	﹤0.01%	2286
2019 Q2	$6K	Buy	+250	New	+$8.69K	﹤0.01%	2153
2018 Q4	–	Sell	-500	Closed	-$11K	–	1092
2018 Q3	$11K	Buy	+500	New	+$9.9K	﹤0.01%	1827

Other funds holding HUCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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

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

ACM

Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Partners Investment Advisory's HUCK Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q3 2020, closing a stake of 300 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in HUCK in Q3 2018 and held it in 6 quarters. The position peaked at $11K in Q3 2018. 144 funds tracked by Wall St. Rank hold HUCK as of Q3 2020.

Steward Partners Investment Advisory reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q3 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 300 Huckleberry.ai, Inc. Class B Common Stock shares in Q3 2020, an estimated $10K.
Steward Partners Investment Advisory first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2018 and held it in 6 quarters.
Steward Partners Investment Advisory's Huckleberry.ai, Inc. Class B Common Stock position peaked at $11K in Q3 2018.
144 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.