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

United Capital 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
2021 Q4	–	Sell	-2,772	Closed	-$234K	–	1213
2021 Q3	$234K	Hold	2,772	–	–	﹤0.01%	1089
2021 Q2	$224K	Buy	+2,772	New	+$182K	﹤0.01%	1126
2021 Q1	–	Sell	-3,394	Closed	-$216K	–	1196
2020 Q4	$216K	Buy	+3,394	New	+$146K	﹤0.01%	1104

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

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

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

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

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

United Capital Financial Advisors's HUCK Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2021, closing a stake of 2,772 shares — an estimated $234K sold.

United Capital Financial Advisors first reported a position in HUCK in Q4 2020 and held it in 3 quarters. The position peaked at $234K in Q3 2021. 189 funds tracked by Wall St. Rank hold HUCK as of Q4 2021.

United Capital Financial Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 2,772 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2021, an estimated $234K.
United Capital Financial Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2020 and held it in 3 quarters.
United Capital Financial Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $234K in Q3 2021.
189 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.