APA
HAPN

American Portfolios Advisors’s Happen Inc HAPN Stock Holding History

American Portfolios Advisors’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
Q4 		– Sell
-17
Closed -$222 – 2887
2019
Q3 		$222 Sell
17
-21
-55% -$303 ﹤0.01% 2759
2019
Q2 		$626 Buy
+38
New +$599 ﹤0.01% 2630

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

American Portfolios Advisors's HAPN Position: Q4 2019 in Review

American Portfolios Advisors sold out of Happen Inc (HAPN) in Q4 2019, closing a stake of 17 shares — an estimated $222 sold.

American Portfolios Advisors first reported a position in HAPN in Q2 2019 and held it in 2 quarters. The position peaked at $626 in Q2 2019. 110 funds tracked by Wall St. Rank hold HAPN as of Q4 2019.

  • American Portfolios Advisors reported no remaining Happen Inc position as of Q4 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 17 Happen Inc shares in Q4 2019, an estimated $222.
  • American Portfolios Advisors first reported a position in Happen Inc in Q2 2019 and held it in 2 quarters.
  • American Portfolios Advisors's Happen Inc position peaked at $626 in Q2 2019.
  • 110 funds tracked by Wall St. Rank held Happen Inc as of Q4 2019.

Based on American Portfolios Advisors's 13F filing for Q4 2019, filed 24 Mar 2023.