AWM
HAPN

Alterna Wealth Management’s Happen Inc HAPN Stock Holding History

Alterna Wealth Management’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
2019
Q1 		– Sell
-81,435
Closed -$2.24M – 234
2018
Q4 		$2.24M Buy
+81,435
New +$1.34M 0.37% 47

Other funds holding HAPN

SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alterna Wealth Management's HAPN Position: Q1 2019 in Review

Alterna Wealth Management sold out of Happen Inc (HAPN) in Q1 2019, closing a stake of 81,435 shares — an estimated $2.24M sold.

Alterna Wealth Management first reported a position in HAPN in Q4 2018 and held it in 1 quarter. The position peaked at $2.24M in Q4 2018. 134 funds tracked by Wall St. Rank hold HAPN as of Q1 2019.

  • Alterna Wealth Management reported no remaining Happen Inc position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 81,435 Happen Inc shares in Q1 2019, an estimated $2.24M.
  • Alterna Wealth Management first reported a position in Happen Inc in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Happen Inc position peaked at $2.24M in Q4 2018.
  • 134 funds tracked by Wall St. Rank held Happen Inc as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.