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

Valeo 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 Q2	–	Sell	-200	Closed	-$11K	–	842
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	1330
2020 Q4	$13K	Hold	200	–	–	﹤0.01%	1127
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	1128
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	1439
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	1503
2019 Q4	$4K	Buy	+200	New	+$3.69K	﹤0.01%	1334

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

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

GIM

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

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

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

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

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

Valeo Financial Advisors's HUCK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q2 2021, closing a stake of 200 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in HUCK in Q4 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2020. 180 funds tracked by Wall St. Rank hold HUCK as of Q2 2021.

Valeo Financial Advisors reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 200 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2021, an estimated $11K.
Valeo Financial Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q4 2019 and held it in 6 quarters.
Valeo Financial Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $13K in Q4 2020.
180 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.