AJ Wealth Strategies’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

AJ Wealth Strategies’s Portfolio HCP Stock Details HCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,633	Closed	-$318K	–	319
2022 Q4	$318K	Buy	11,633 +315	+3%	+$8.92K	0.02%	225
2022 Q3	$364K	Buy	11,318 +3,494	+45%	+$121K	0.02%	213
2022 Q2	$230K	Buy	+7,824	New	+$316K	0.01%	261

Other funds holding HCP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IVMX

Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AJ Wealth Strategies's HCP Position: Q1 2023 in Review

AJ Wealth Strategies sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2023, closing a stake of 11,633 shares — an estimated $318K sold.

AJ Wealth Strategies first reported a position in HCP in Q2 2022 and held it in 3 quarters. The position peaked at $364K in Q3 2022. 194 funds tracked by Wall St. Rank hold HCP as of Q1 2023.

AJ Wealth Strategies reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 11,633 HashiCorp, Inc. Class A Common Stock shares in Q1 2023, an estimated $318K.
AJ Wealth Strategies first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2022 and held it in 3 quarters.
AJ Wealth Strategies's HashiCorp, Inc. Class A Common Stock position peaked at $364K in Q3 2022.
194 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.