OIA
HAPN

Optimum Investment Advisors’s Happen Inc HAPN Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-1,500
Closed -$20K – 987
2019
Q3 		$20K Buy
1,500
+1,200
+400% +$17.3K 0.01% 681
2019
Q2 		$5K Hold
300
– – ﹤0.01% 847
2019
Q1 		$5K Hold
300
– – ﹤0.01% 895
2018
Q4 		$4K Hold
300
– – ﹤0.01% 869
2018
Q3 		$6K Hold
300
– – ﹤0.01% 905
2018
Q2 		$6K Hold
300
– – ﹤0.01% 916
2018
Q1 		$5K Buy
+300
New +$5.78K ﹤0.01% 898

Other funds holding HAPN

SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's HAPN Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Happen Inc (HAPN) in Q4 2019, closing a stake of 1,500 shares — an estimated $20K sold.

Optimum Investment Advisors first reported a position in HAPN in Q1 2018 and held it in 7 quarters. The position peaked at $20K in Q3 2019. 110 funds tracked by Wall St. Rank hold HAPN as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Happen Inc position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,500 Happen Inc shares in Q4 2019, an estimated $20K.
  • Optimum Investment Advisors first reported a position in Happen Inc in Q1 2018 and held it in 7 quarters.
  • Optimum Investment Advisors's Happen Inc position peaked at $20K in Q3 2019.
  • 110 funds tracked by Wall St. Rank held Happen Inc as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.