SSA
HAPN

Sierra Summit Advisors’s Happen Inc HAPN Stock Holding History

Sierra Summit 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
2024
Q1 		– Sell
-38,583
Closed -$337K – 189
2023
Q4 		$337K Buy
+38,583
New +$242K 0.1% 119

Other funds holding HAPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Sierra Summit Advisors's HAPN Position: Q1 2024 in Review

Sierra Summit Advisors sold out of Happen Inc (HAPN) in Q1 2024, closing a stake of 38,583 shares — an estimated $337K sold.

Sierra Summit Advisors first reported a position in HAPN in Q4 2023 and held it in 1 quarter. The position peaked at $337K in Q4 2023. 181 funds tracked by Wall St. Rank hold HAPN as of Q1 2024.

  • Sierra Summit Advisors reported no remaining Happen Inc position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 38,583 Happen Inc shares in Q1 2024, an estimated $337K.
  • Sierra Summit Advisors first reported a position in Happen Inc in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's Happen Inc position peaked at $337K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Happen Inc as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.