KIA
HCP

Knollwood Investment Advisory’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Knollwood Investment Advisory’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
-25,213
Closed -$863K – 363
2024
Q4 		$863K Sell
25,213
-7,416
-23% -$251K 0.09% 209
2024
Q3 		$1.1M Hold
32,629
– – 0.12% 183
2024
Q2 		$1.1M Buy
+32,629
New +$1.01M 0.12% 176

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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 $18.1B AUM 24.69% 1-Year Est. Return

Knollwood Investment Advisory's HCP Position: Q1 2025 in Review

Knollwood Investment Advisory sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 25,213 shares — an estimated $863K sold.

Knollwood Investment Advisory first reported a position in HCP in Q2 2024 and held it in 3 quarters. The position peaked at $1.1M in Q3 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Knollwood Investment Advisory reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Knollwood Investment Advisory sold 25,213 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $863K.
  • Knollwood Investment Advisory first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2024 and held it in 3 quarters.
  • Knollwood Investment Advisory's HashiCorp, Inc. Class A Common Stock position peaked at $1.1M in Q3 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Knollwood Investment Advisory's 13F filing for Q1 2025, filed 14 May 2025.