CPA
HAPN

Capital Performance Advisors’s Happen Inc HAPN Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-37
Closed -$423 – 1520
2024
Q3 		$423 Buy
+37
New +$395 ﹤0.01% 2322

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
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 $2.9T AUM 29.55% 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

Capital Performance Advisors's HAPN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Happen Inc (HAPN) in Q4 2024, closing a stake of 37 shares — an estimated $423 sold.

Capital Performance Advisors first reported a position in HAPN in Q3 2024 and held it in 1 quarter. The position peaked at $423 in Q3 2024. 237 funds tracked by Wall St. Rank hold HAPN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Happen Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 37 Happen Inc shares in Q4 2024, an estimated $423.
  • Capital Performance Advisors first reported a position in Happen Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Happen Inc position peaked at $423 in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Happen Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.