AWM
HAPN

Avior Wealth Management’s Happen Inc HAPN Stock Holding History

Avior 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
2024
Q2 		– Sell
-24
Closed -$210 – 3057
2024
Q1 		$210 Buy
+24
New +$201 ﹤0.01% 2854

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avior Wealth Management's HAPN Position: Q2 2024 in Review

Avior Wealth Management sold out of Happen Inc (HAPN) in Q2 2024, closing a stake of 24 shares — an estimated $210 sold.

Avior Wealth Management first reported a position in HAPN in Q1 2024 and held it in 1 quarter. The position peaked at $210 in Q1 2024. 198 funds tracked by Wall St. Rank hold HAPN as of Q2 2024.

  • Avior Wealth Management reported no remaining Happen Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 24 Happen Inc shares in Q2 2024, an estimated $210.
  • Avior Wealth Management first reported a position in Happen Inc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Happen Inc position peaked at $210 in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Happen Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.