Carson Wealth (CWM LLC)
HCP

Carson Wealth (CWM LLC)’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Carson Wealth (CWM 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
-8,173
Closed -$280K – 5265
2024
Q4 		$280K Sell
8,173
-67
-0.8% -$2.27K ﹤0.01% 1635
2024
Q3 		$279K Buy
8,240
+113
+1% +$3.81K ﹤0.01% 1588
2024
Q2 		$274K Buy
8,127
+6,150
+311% +$191K ﹤0.01% 1438
2024
Q1 		$53K Buy
1,977
+1,413
+251% +$34.2K ﹤0.01% 2264
2023
Q4 		$13K Buy
564
+112
+25% +$2.43K ﹤0.01% 3058
2023
Q3 		$10K Sell
452
-48,005
-99% -$1.3M ﹤0.01% 3156
2023
Q2 		$1.27M Buy
+48,457
New +$1.42M 0.01% 624

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

Carson Wealth (CWM LLC)'s HCP Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 8,173 shares — an estimated $280K sold.

Carson Wealth (CWM LLC) first reported a position in HCP in Q2 2023 and held it in 7 quarters. The position peaked at $1.27M in Q2 2023. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8,173 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $280K.
  • Carson Wealth (CWM LLC) first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2023 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s HashiCorp, Inc. Class A Common Stock position peaked at $1.27M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.