RTC
HAPN

Riverview Trust Company’s Happen Inc HAPN Stock Holding History

Riverview Trust Company’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
2023
Q3 		– Sell
-2,021
Closed -$19.7K – 696
2023
Q2 		$19.7K Buy
+2,021
New +$16.2K 0.02% 372

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Riverview Trust Company's HAPN Position: Q3 2023 in Review

Riverview Trust Company sold out of Happen Inc (HAPN) in Q3 2023, closing a stake of 2,021 shares — an estimated $19.7K sold.

Riverview Trust Company first reported a position in HAPN in Q2 2023 and held it in 1 quarter. The position peaked at $19.7K in Q2 2023. 184 funds tracked by Wall St. Rank hold HAPN as of Q3 2023.

  • Riverview Trust Company reported no remaining Happen Inc position as of Q3 2023 after selling out during the quarter.
  • Riverview Trust Company sold 2,021 Happen Inc shares in Q3 2023, an estimated $19.7K.
  • Riverview Trust Company first reported a position in Happen Inc in Q2 2023 and held it in 1 quarter.
  • Riverview Trust Company's Happen Inc position peaked at $19.7K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Happen Inc as of Q3 2023.

Based on Riverview Trust Company's 13F filing for Q3 2023, filed 17 Oct 2023.