AF
HAPN

Advisornet Financial’s Happen Inc HAPN Stock Holding History

Advisornet Financial’s Portfolio HAPN Stock Details HAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$114 – 2131
2024
Q3 		$114 Buy
+10
New +$107 ﹤0.01% 2159
2019
Q1 		– Sell
-40
Closed -$1K – 1620
2018
Q4 		$1K Buy
+40
New +$660 ﹤0.01% 1413

Other funds holding HAPN

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisornet Financial's HAPN Position: Q4 2024 in Review

Advisornet Financial sold out of Happen Inc (HAPN) in Q4 2024, closing a stake of 10 shares — an estimated $114 sold.

Advisornet Financial first reported a position in HAPN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 237 funds tracked by Wall St. Rank hold HAPN as of Q4 2024.

  • Advisornet Financial reported no remaining Happen Inc position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 10 Happen Inc shares in Q4 2024, an estimated $114.
  • Advisornet Financial first reported a position in Happen Inc in Q4 2018 and held it in 2 quarters.
  • Advisornet Financial's Happen Inc position peaked at $1K in Q4 2018.
  • 237 funds tracked by Wall St. Rank held Happen Inc as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.