CIBC Private Wealth Group
HAPN

CIBC Private Wealth Group’s Happen Inc HAPN Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-2,000
Closed -$24.1K – 3216
2025
Q2 		$24.1K Sell
2,000
-3,492
-64% -$36.3K ﹤0.01% 1951
2025
Q1 		$47K Sell
5,492
-7,795
-59% -$105K ﹤0.01% 1649
2024
Q4 		$212K Sell
13,287
-2,026
-13% -$29.9K ﹤0.01% 1138
2024
Q3 		$175K Buy
15,313
+966
+7% +$10.3K ﹤0.01% 1245
2024
Q2 		$120K Buy
+14,347
New +$123K ﹤0.01% 1328
2021
Q2 		– Sell
-14,456
Closed -$239K – 1050
2021
Q1 		$239K Buy
+14,456
New +$190K ﹤0.01% 960

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC Private Wealth Group's HAPN Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Happen Inc (HAPN) in Q3 2025, closing a stake of 2,000 shares — an estimated $24.1K sold.

CIBC Private Wealth Group first reported a position in HAPN in Q1 2021 and held it in 6 quarters. The position peaked at $239K in Q1 2021. 241 funds tracked by Wall St. Rank hold HAPN as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Happen Inc position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 2,000 Happen Inc shares in Q3 2025, an estimated $24.1K.
  • CIBC Private Wealth Group first reported a position in Happen Inc in Q1 2021 and held it in 6 quarters.
  • CIBC Private Wealth Group's Happen Inc position peaked at $239K in Q1 2021.
  • 241 funds tracked by Wall St. Rank held Happen Inc as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.