IA
HCP

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

IFP 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 		– Hold
0
– – – 3409
2024
Q4 		– Hold
0
– – – 3361
2023
Q4 		– Sell
-714
Closed -$16.3K – 3386
2023
Q3 		$16.3K Buy
+714
New +$19.4K ﹤0.01% 2039
2023
Q1 		– Sell
-980
Closed -$83K – 4513
2022
Q4 		$83K Sell
980
-7
-0.7% -$198 ﹤0.01% 1871
2022
Q3 		$84K Hold
987
– – ﹤0.01% 1985
2022
Q2 		$84K Hold
987
– – ﹤0.01% 1809
2022
Q1 		$84K Buy
+987
New +$57.4K ﹤0.01% 1809

Other funds holding HCP

GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's HCP Position: Q1 2025 in Review

IFP Advisors held its HashiCorp, Inc. Class A Common Stock (HCP) position steady in Q1 2025 at 0 shares worth $651. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

IFP Advisors first reported a position in HCP in Q1 2022 and has held it in 5 quarters since. The position peaked at $84K in Q3 2022. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • IFP Advisors held 0 shares of HashiCorp, Inc. Class A Common Stock worth $651 as of Q1 2025.
  • IFP Advisors left its HashiCorp, Inc. Class A Common Stock share count unchanged in Q1 2025.
  • HashiCorp, Inc. Class A Common Stock made up ﹤0.01% of IFP Advisors's portfolio in Q1 2025, its #3409 holding.
  • IFP Advisors first reported a position in HashiCorp, Inc. Class A Common Stock in Q1 2022 and has held it in 5 quarters since.
  • IFP Advisors's HashiCorp, Inc. Class A Common Stock position peaked at $84K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.