First Trust Advisors
HCP

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

First Trust 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
-392,279
Closed -$13.4M – 2656
2024
Q4 		$13.4M Sell
392,279
-267,469
-41% -$9.06M 0.01% 980
2024
Q3 		$22.3M Buy
659,748
+441,002
+202% +$14.9M 0.02% 769
2024
Q2 		$7.37M Sell
218,746
-2,311,317
-91% -$71.9M 0.01% 1118
2024
Q1 		$68.2M Sell
2,530,063
-192,034
-7% -$4.65M 0.07% 352
2023
Q4 		$64.4M Buy
2,722,097
+716,574
+36% +$15.5M 0.07% 374
2023
Q3 		$45.8M Buy
2,005,523
+275,585
+16% +$7.49M 0.05% 442
2023
Q2 		$45.3M Buy
1,729,938
+130,625
+8% +$3.83M 0.05% 471
2023
Q1 		$46.8M Sell
1,599,313
-374,918
-19% -$11.2M 0.05% 461
2022
Q4 		$53.9M Buy
1,974,231
+105,098
+6% +$2.97M 0.06% 432
2022
Q3 		$60.2M Sell
1,869,133
-48,801
-3% -$1.68M 0.08% 393
2022
Q2 		$56.5M Buy
+1,917,934
New +$77.4M 0.07% 417

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 $4.82B AUM 20.19% 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