EWA
HCP

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

EverSource Wealth 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
-587
Closed -$20.1K – 4200
2024
Q4 		$20.1K Buy
587
+151
+35% +$5.12K ﹤0.01% 1620
2024
Q3 		$14.8K Buy
436
+417
+2,195% +$14.1K ﹤0.01% 1650
2024
Q2 		$641 Buy
19
+7
+58% +$218 ﹤0.01% 2838
2024
Q1 		$390 Hold
12
– – ﹤0.01% 2763
2023
Q4 		$284 Hold
12
– – ﹤0.01% 2575
2023
Q3 		$274 Hold
12
– – ﹤0.01% 2433
2023
Q2 		$314 Buy
+12
New +$352 ﹤0.01% 2395

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

EverSource Wealth Advisors's HCP Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 587 shares — an estimated $20.1K sold.

EverSource Wealth Advisors first reported a position in HCP in Q2 2023 and held it in 7 quarters. The position peaked at $20.1K in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 587 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $20.1K.
  • EverSource Wealth Advisors first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2023 and held it in 7 quarters.
  • EverSource Wealth Advisors's HashiCorp, Inc. Class A Common Stock position peaked at $20.1K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

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