WWA
HAPN

Wingate Wealth Advisors’s Happen Inc HAPN Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-100
Closed -$1.62K – 272
2024
Q4 		$1.62K Buy
+100
New +$1.47K ﹤0.01% 437

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wingate Wealth Advisors's HAPN Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Happen Inc (HAPN) in Q1 2025, closing a stake of 100 shares — an estimated $1.62K sold.

Wingate Wealth Advisors first reported a position in HAPN in Q4 2024 and held it in 1 quarter. The position peaked at $1.62K in Q4 2024. 234 funds tracked by Wall St. Rank hold HAPN as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Happen Inc position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 100 Happen Inc shares in Q1 2025, an estimated $1.62K.
  • Wingate Wealth Advisors first reported a position in Happen Inc in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Happen Inc position peaked at $1.62K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Happen Inc as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.