KWM
HAPN

Kingsview Wealth Management’s Happen Inc HAPN Stock Holding History

Kingsview 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
2022
Q1 		– Sell
-8,632
Closed -$209K – 951
2021
Q4 		$209K Buy
+8,632
New +$292K 0.01% 847

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return

Kingsview Wealth Management's HAPN Position: Q1 2022 in Review

Kingsview Wealth Management sold out of Happen Inc (HAPN) in Q1 2022, closing a stake of 8,632 shares — an estimated $209K sold.

Kingsview Wealth Management first reported a position in HAPN in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 213 funds tracked by Wall St. Rank hold HAPN as of Q1 2022.

  • Kingsview Wealth Management reported no remaining Happen Inc position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,632 Happen Inc shares in Q1 2022, an estimated $209K.
  • Kingsview Wealth Management first reported a position in Happen Inc in Q4 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Happen Inc position peaked at $209K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Happen Inc as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.