BWL
HCP

Bogart Wealth LLC’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Bogart Wealth LLC’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
-122
Closed -$4.17K – 1529
2024
Q4 		$4.17K Hold
122
– – ﹤0.01% 925
2024
Q3 		$4.13K Hold
122
– – ﹤0.01% 868
2024
Q2 		$4.11K Hold
122
– – ﹤0.01% 824
2024
Q1 		$3.29K Hold
122
– – ﹤0.01% 841
2023
Q4 		$2.88K Hold
122
– – ﹤0.01% 848
2023
Q3 		$2.79K Hold
122
– – ﹤0.01% 835
2023
Q2 		$3.19K Hold
122
– – ﹤0.01% 810
2023
Q1 		$3.57K Hold
122
– – ﹤0.01% 800
2022
Q4 		$3.33K Hold
122
– – ﹤0.01% 731
2022
Q3 		$4K Hold
122
– – ﹤0.01% 749
2022
Q2 		$4K Hold
122
– – ﹤0.01% 706
2022
Q1 		$7K Buy
+122
New +$7.1K ﹤0.01% 544

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

Bogart Wealth LLC's HCP Position: Q1 2025 in Review

Bogart Wealth LLC sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 122 shares — an estimated $4.17K sold.

Bogart Wealth LLC first reported a position in HCP in Q1 2022 and held it in 12 quarters. The position peaked at $7K in Q1 2022. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Bogart Wealth LLC reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 122 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $4.17K.
  • Bogart Wealth LLC first reported a position in HashiCorp, Inc. Class A Common Stock in Q1 2022 and held it in 12 quarters.
  • Bogart Wealth LLC's HashiCorp, Inc. Class A Common Stock position peaked at $7K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.