TCI Wealth Advisors’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

TCI Wealth 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
2023 Q1	–	Sell	-216	Closed	-$3.08K	–	2545
2022 Q4	$3.08K	Buy	+216	New	+$3.35K	﹤0.01%	1847
2022 Q2	–	Sell	-121	Closed	-$6K	–	2330
2022 Q1	$6K	Buy	+121	New	+$5.5K	﹤0.01%	1403
2021 Q4	–	Sell	-95	Closed	-$8K	–	2341
2021 Q3	$8K	Buy	95 +56	+144%	+$4.79K	﹤0.01%	1240
2021 Q2	$3K	Buy	39 +2	+5%	+$131	﹤0.01%	1733
2021 Q1	$2K	Buy	+37	New	+$2.4K	﹤0.01%	1720

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

GIM

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

TCI Wealth Advisors's HUCK Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2023, closing a stake of 216 shares — an estimated $3.08K sold.

TCI Wealth Advisors first reported a position in HUCK in Q1 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 145 funds tracked by Wall St. Rank hold HUCK as of Q1 2023.

TCI Wealth Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 216 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2023, an estimated $3.08K.
TCI Wealth Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2021 and held it in 5 quarters.
TCI Wealth Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $8K in Q3 2021.
145 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.