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

Brandywine Oak 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
2023 Q3	–	Sell	-10,263	Closed	-$269K	–	244
2023 Q2	$269K	Hold	10,263	–	–	0.03%	214
2023 Q1	$301K	Buy	+10,263	New	+$306K	0.04%	199

Other funds holding HCP

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Brandywine Oak Private Wealth's HCP Position: Q3 2023 in Review

Brandywine Oak Private Wealth sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q3 2023, closing a stake of 10,263 shares — an estimated $269K sold.

Brandywine Oak Private Wealth first reported a position in HCP in Q1 2023 and held it in 2 quarters. The position peaked at $301K in Q1 2023. 239 funds tracked by Wall St. Rank hold HCP as of Q3 2023.

Brandywine Oak Private Wealth reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 10,263 HashiCorp, Inc. Class A Common Stock shares in Q3 2023, an estimated $269K.
Brandywine Oak Private Wealth first reported a position in HashiCorp, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
Brandywine Oak Private Wealth's HashiCorp, Inc. Class A Common Stock position peaked at $301K in Q1 2023.
239 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q3 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.