FRA
HAPN

Frank Rimerman Advisors’s Happen Inc HAPN Stock Holding History

Frank Rimerman 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
Q2 		– Sell
-19,413
Closed -$171K – 541
2024
Q1 		$171K Sell
19,413
-2
-0% -$17 0.03% 105
2023
Q4 		$170K Hold
19,415
– – 0.04% 104
2023
Q3 		$118K Hold
19,415
– – 0.03% 98
2023
Q2 		$189K Hold
19,415
– – 0.05% 108
2023
Q1 		$140K Buy
+19,415
New +$173K 0.04% 104

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Frank Rimerman Advisors's HAPN Position: Q2 2024 in Review

Frank Rimerman Advisors sold out of Happen Inc (HAPN) in Q2 2024, closing a stake of 19,413 shares — an estimated $171K sold.

Frank Rimerman Advisors first reported a position in HAPN in Q1 2023 and held it in 5 quarters. The position peaked at $189K in Q2 2023. 198 funds tracked by Wall St. Rank hold HAPN as of Q2 2024.

  • Frank Rimerman Advisors reported no remaining Happen Inc position as of Q2 2024 after selling out during the quarter.
  • Frank Rimerman Advisors sold 19,413 Happen Inc shares in Q2 2024, an estimated $171K.
  • Frank Rimerman Advisors first reported a position in Happen Inc in Q1 2023 and held it in 5 quarters.
  • Frank Rimerman Advisors's Happen Inc position peaked at $189K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Happen Inc as of Q2 2024.

Based on Frank Rimerman Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.