AF
HCP

Allworth Financial’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Allworth Financial’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
2025
Q1 		– Sell
-444
Closed -$15.2K – 4212
2024
Q4 		$15.2K Buy
444
+4
+0.9% +$136 ﹤0.01% 2260
2024
Q3 		$14.9K Hold
440
– – ﹤0.01% 2087
2024
Q2 		$14.7K Buy
440
+140
+47% +$4.35K ﹤0.01% 2057
2024
Q1 		$8.09K Hold
300
– – ﹤0.01% 2198
2023
Q4 		$7.09K Hold
300
– – ﹤0.01% 2122
2023
Q3 		$6.85K Hold
300
– – ﹤0.01% 1980
2023
Q2 		$7.85K Hold
300
– – ﹤0.01% 1934
2023
Q1 		$8.79K Sell
300
-100
-25% -$2.99K ﹤0.01% 1838
2022
Q4 		$10.9K Buy
400
+100
+33% +$2.83K ﹤0.01% 1660
2022
Q3 		$10K Hold
300
– – ﹤0.01% 1685
2022
Q2 		$9K Buy
+300
New +$12.1K ﹤0.01% 1616

Other funds holding HCP

GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's HCP Position: Q1 2025 in Review

Allworth Financial sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 444 shares — an estimated $15.2K sold.

Allworth Financial first reported a position in HCP in Q2 2022 and held it in 11 quarters. The position peaked at $15.2K in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Allworth Financial reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 444 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $15.2K.
  • Allworth Financial first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2022 and held it in 11 quarters.
  • Allworth Financial's HashiCorp, Inc. Class A Common Stock position peaked at $15.2K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.