SPIA
HAPN

Steward Partners Investment Advisory’s Happen Inc HAPN Stock Holding History

Steward Partners Investment Advisory’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
2020
Q4 		– Sell
-4,000
Closed -$19K – 2947
2020
Q3 		$19K Buy
+4,000
New +$21.1K ﹤0.01% 1912

Other funds holding HAPN

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Steward Partners Investment Advisory's HAPN Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of Happen Inc (HAPN) in Q4 2020, closing a stake of 4,000 shares — an estimated $19K sold.

Steward Partners Investment Advisory first reported a position in HAPN in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 137 funds tracked by Wall St. Rank hold HAPN as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining Happen Inc position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,000 Happen Inc shares in Q4 2020, an estimated $19K.
  • Steward Partners Investment Advisory first reported a position in Happen Inc in Q3 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Happen Inc position peaked at $19K in Q3 2020.
  • 137 funds tracked by Wall St. Rank held Happen Inc as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.