Tiedemann Advisors’s Happen Inc HAPN Stock Holding History

Tiedemann 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
2021 Q3	–	Sell	-83,976	Closed	-$1.52M	–	338
2021 Q2	$1.52M	Sell	83,976 -12,899	-13%	-$200K	0.06%	133
2021 Q1	$1.6M	Sell	96,875 -96,875	-50%	-$1.28M	0.07%	120
2020 Q4	$2.05M	Hold	193,750	–	–	0.1%	99
2020 Q3	$912K	Hold	193,750	–	–	0.04%	181
2020 Q2	$882K	Sell	193,750 -20,000	-9%	-$124K	0.05%	171
2020 Q1	$1.68M	Buy	+213,750	New	+$2.38M	0.11%	108

Other funds holding HAPN

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 New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tiedemann Advisors's HAPN Position: Q3 2021 in Review

Tiedemann Advisors sold out of Happen Inc (HAPN) in Q3 2021, closing a stake of 83,976 shares — an estimated $1.52M sold.

Tiedemann Advisors first reported a position in HAPN in Q1 2020 and held it in 6 quarters. The position peaked at $2.05M in Q4 2020. 200 funds tracked by Wall St. Rank hold HAPN as of Q3 2021.

Tiedemann Advisors reported no remaining Happen Inc position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 83,976 Happen Inc shares in Q3 2021, an estimated $1.52M.
Tiedemann Advisors first reported a position in Happen Inc in Q1 2020 and held it in 6 quarters.
Tiedemann Advisors's Happen Inc position peaked at $2.05M in Q4 2020.
200 funds tracked by Wall St. Rank held Happen Inc as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.