IWM
HAPN

IHT Wealth Management’s Happen Inc HAPN Stock Holding History

IHT 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
2021
Q4 		– Sell
-18,005
Closed -$508K – 833
2021
Q3 		$508K Buy
+18,005
New +$446K 0.04% 428

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

IHT Wealth Management's HAPN Position: Q4 2021 in Review

IHT Wealth Management sold out of Happen Inc (HAPN) in Q4 2021, closing a stake of 18,005 shares — an estimated $508K sold.

IHT Wealth Management first reported a position in HAPN in Q3 2021 and held it in 1 quarter. The position peaked at $508K in Q3 2021. 224 funds tracked by Wall St. Rank hold HAPN as of Q4 2021.

  • IHT Wealth Management reported no remaining Happen Inc position as of Q4 2021 after selling out during the quarter.
  • IHT Wealth Management sold 18,005 Happen Inc shares in Q4 2021, an estimated $508K.
  • IHT Wealth Management first reported a position in Happen Inc in Q3 2021 and held it in 1 quarter.
  • IHT Wealth Management's Happen Inc position peaked at $508K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Happen Inc as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.