LWM
HAPN

Liberty Wealth Management’s Happen Inc HAPN Stock Holding History

Liberty 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
-3
Closed – – 687
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1205
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1126
2021
Q1 		$0 Hold
3
– – ﹤0.01% 995
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1019
2020
Q3 		$0 Hold
3
– – ﹤0.01% 913
2020
Q2 		$0 Hold
3
– – ﹤0.01% 927
2020
Q1 		$0 Hold
3
– – ﹤0.01% 938
2019
Q4 		$0 Hold
3
– – ﹤0.01% 939
2019
Q3 		$0 Sell
3
-1
-25% -$14 ﹤0.01% 927
2019
Q2 		$0 Buy
+4
New +$63 ﹤0.01% 923

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 $175B AUM 40.63% 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

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

Liberty Wealth Management sold out of Happen Inc (HAPN) in Q4 2021, closing a stake of 3 shares.

Liberty Wealth Management first reported a position in HAPN in Q2 2019 and held it in 10 quarters. The position peaked at $0 in Q3 2021. 224 funds tracked by Wall St. Rank hold HAPN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Happen Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3 Happen Inc shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Happen Inc in Q2 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Happen Inc position peaked at $0 in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Happen Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.