APW
HCP

Aventura Private Wealth’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Aventura Private Wealth’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
-438
Closed -$15K – 813
2024
Q4 		$15K Buy
+438
New +$14.8K 0.01% 389

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

Aventura Private Wealth's HCP Position: Q1 2025 in Review

Aventura Private Wealth sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 438 shares — an estimated $15K sold.

Aventura Private Wealth first reported a position in HCP in Q4 2024 and held it in 1 quarter. The position peaked at $15K in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Aventura Private Wealth reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 438 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $15K.
  • Aventura Private Wealth first reported a position in HashiCorp, Inc. Class A Common Stock in Q4 2024 and held it in 1 quarter.
  • Aventura Private Wealth's HashiCorp, Inc. Class A Common Stock position peaked at $15K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Aventura Private Wealth's 13F filing for Q1 2025, filed 7 Jan 2026.