Tower View Wealth Management’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Tower View Wealth Management’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
2021 Q1	–	Sell	-250	Closed	-$16K	–	196
2020 Q4	$16K	Hold	250	–	–	0.01%	115
2020 Q3	$10K	Hold	250	–	–	0.01%	108
2020 Q2	$8K	Hold	250	–	–	0.01%	109
2020 Q1	$2K	Hold	250	–	–	﹤0.01%	106
2019 Q4	$5K	Hold	250	–	–	﹤0.01%	124
2019 Q3	$4K	Hold	250	–	–	﹤0.01%	122
2019 Q2	$7K	Hold	250	–	–	0.01%	112
2019 Q1	$10K	Hold	250	–	–	0.01%	112
2018 Q4	$5K	Hold	250	–	–	0.01%	118
2018 Q3	$5K	Hold	250	–	–	﹤0.01%	138
2018 Q2	$7K	Buy	+250	New	+$6.83K	0.01%	121

Other funds holding HUCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

GIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Tower View Wealth Management's HUCK Position: Q1 2021 in Review

Tower View Wealth Management sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q1 2021, closing a stake of 250 shares — an estimated $16K sold.

Tower View Wealth Management first reported a position in HUCK in Q2 2018 and held it in 11 quarters. The position peaked at $16K in Q4 2020. 172 funds tracked by Wall St. Rank hold HUCK as of Q1 2021.

Tower View Wealth Management reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q1 2021 after selling out during the quarter.
Tower View Wealth Management sold 250 Huckleberry.ai, Inc. Class B Common Stock shares in Q1 2021, an estimated $16K.
Tower View Wealth Management first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2018 and held it in 11 quarters.
Tower View Wealth Management's Huckleberry.ai, Inc. Class B Common Stock position peaked at $16K in Q4 2020.
172 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q1 2021.

Based on Tower View Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.