BTI
HAPN

Blue Trust Inc’s Happen Inc HAPN Stock Holding History

Blue Trust Inc’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
2025
Q2 		– Sell
-601
Closed -$6.2K – 2546
2025
Q1 		$6.2K Hold
601
– – ﹤0.01% 2068
2024
Q4 		$9.73K Sell
601
-6,666
-92% -$98.2K ﹤0.01% 1928
2024
Q3 		$61.5K Buy
7,267
+5,247
+260% +$56K ﹤0.01% 1470
2024
Q2 		$17.8K Buy
+2,020
New +$17.3K ﹤0.01% 1710
2024
Q1 		– Sell
-400
Closed -$3K – 2485
2023
Q4 		$3K Buy
400
+64
+19% +$402 ﹤0.01% 2023
2023
Q3 		$3K Buy
336
+321
+2,140% +$2.5K ﹤0.01% 1752
2023
Q2 		$0 Sell
15
-436
-97% -$3.5K ﹤0.01% 2304
2023
Q1 		$4K Buy
451
+266
+144% +$2.37K ﹤0.01% 1845
2022
Q4 		$2K Buy
185
+141
+320% +$1.45K ﹤0.01% 1937
2022
Q3 		$1K Buy
+44
New +$592 ﹤0.01% 1948

Other funds holding HAPN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Blue Trust Inc's HAPN Position: Q2 2025 in Review

Blue Trust Inc sold out of Happen Inc (HAPN) in Q2 2025, closing a stake of 601 shares — an estimated $6.2K sold.

Blue Trust Inc first reported a position in HAPN in Q3 2022 and held it in 10 quarters. The position peaked at $61.5K in Q3 2024. 225 funds tracked by Wall St. Rank hold HAPN as of Q2 2025.

  • Blue Trust Inc reported no remaining Happen Inc position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 601 Happen Inc shares in Q2 2025, an estimated $6.2K.
  • Blue Trust Inc first reported a position in Happen Inc in Q3 2022 and held it in 10 quarters.
  • Blue Trust Inc's Happen Inc position peaked at $61.5K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held Happen Inc as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.