VA
HUCK

Valmark Advisers’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Valmark Advisers’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
2022
Q4 		– Sell
-12,069
Closed -$217K – 449
2022
Q3 		$217K Buy
+12,069
New +$316K ﹤0.01% 386

Other funds holding HUCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valmark Advisers's HUCK Position: Q4 2022 in Review

Valmark Advisers sold out of Huckleberry.ai, Inc. Class B Common Stock (HUCK) in Q4 2022, closing a stake of 12,069 shares — an estimated $217K sold.

Valmark Advisers first reported a position in HUCK in Q3 2022 and held it in 1 quarter. The position peaked at $217K in Q3 2022. 154 funds tracked by Wall St. Rank hold HUCK as of Q4 2022.

  • Valmark Advisers reported no remaining Huckleberry.ai, Inc. Class B Common Stock position as of Q4 2022 after selling out during the quarter.
  • Valmark Advisers sold 12,069 Huckleberry.ai, Inc. Class B Common Stock shares in Q4 2022, an estimated $217K.
  • Valmark Advisers first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q3 2022 and held it in 1 quarter.
  • Valmark Advisers's Huckleberry.ai, Inc. Class B Common Stock position peaked at $217K in Q3 2022.
  • 154 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q4 2022.

Based on Valmark Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.