Private Wealth Management Group’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Private Wealth Management Group’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	-63	Closed	-$2.16K	–	1610
2024 Q4	$2.16K	Hold	63	–	–	﹤0.01%	1052
2024 Q3	$2.13K	Hold	63	–	–	﹤0.01%	1036
2024 Q2	$2.12K	Hold	63	–	–	﹤0.01%	1025
2024 Q1	$1.7K	Buy	+63	New	+$1.53K	﹤0.01%	1051

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

Private Wealth Management Group's HCP Position: Q1 2025 in Review

Private Wealth Management Group sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 63 shares — an estimated $2.16K sold.

Private Wealth Management Group first reported a position in HCP in Q1 2024 and held it in 4 quarters. The position peaked at $2.16K in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

Private Wealth Management Group reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
Private Wealth Management Group sold 63 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $2.16K.
Private Wealth Management Group first reported a position in HashiCorp, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
Private Wealth Management Group's HashiCorp, Inc. Class A Common Stock position peaked at $2.16K in Q4 2024.
4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.