Clearstead Advisors’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Clearstead Advisors’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	-4,044	Closed	-$138K	–	2329
2024 Q4	$138K	Hold	4,044	–	–	﹤0.01%	940
2024 Q3	$137K	Hold	4,044	–	–	﹤0.01%	954
2024 Q2	$136K	Hold	4,044	–	–	﹤0.01%	930
2024 Q1	$133K	Hold	4,044	–	–	0.01%	545
2023 Q4	$95.6K	Sell	4,044 -4,044	-50%	-$87.6K	0.01%	595
2023 Q3	$185K	Buy	8,088 +4,044	+100%	+$110K	0.01%	582
2023 Q2	$106K	Hold	4,044	–	–	0.01%	564
2023 Q1	$118K	Hold	4,044	–	–	0.01%	481
2022 Q4	$111K	Hold	4,044	–	–	0.01%	479
2022 Q3	$130K	Hold	4,044	–	–	0.01%	426
2022 Q2	$119K	Buy	4,044 +3,451	+582%	+$139K	0.01%	468
2022 Q1	$32K	Hold	593	–	–	﹤0.01%	772
2021 Q4	$54K	Buy	+593	New	+$51.6K	﹤0.01%	647

Other funds holding HCP

GJIA

Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Clearstead Advisors's HCP Position: Q1 2025 in Review

Clearstead Advisors sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 4,044 shares — an estimated $138K sold.

Clearstead Advisors first reported a position in HCP in Q4 2021 and held it in 13 quarters. The position peaked at $185K in Q3 2023. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

Clearstead Advisors reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Clearstead Advisors sold 4,044 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $138K.
Clearstead Advisors first reported a position in HashiCorp, Inc. Class A Common Stock in Q4 2021 and held it in 13 quarters.
Clearstead Advisors's HashiCorp, Inc. Class A Common Stock position peaked at $185K in Q3 2023.
4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.