SW
HCP

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

SVB Wealth’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
-11,078
Closed -$379K – 1821
2024
Q4 		$379K Buy
+11,078
New +$375K 0.01% 492
2024
Q3 		– Sell
-11,078
Closed -$373K – 657
2024
Q2 		$373K Sell
11,078
-482
-4% -$15K 0.01% 497
2024
Q1 		$312K Hold
11,560
– – 0.01% 615
2023
Q4 		$273K Buy
+11,560
New +$250K 0.01% 656
2023
Q3 		– Sell
-13,529
Closed -$354K – 939
2023
Q2 		$354K Buy
13,529
+2,591
+24% +$75.9K 0.01% 599
2023
Q1 		$320K Buy
+10,938
New +$327K ﹤0.01% 689

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

SVB Wealth's HCP Position: Q1 2025 in Review

SVB Wealth sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 11,078 shares — an estimated $379K sold.

SVB Wealth first reported a position in HCP in Q1 2023 and held it in 6 quarters. The position peaked at $379K in Q4 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • SVB Wealth reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 11,078 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $379K.
  • SVB Wealth first reported a position in HashiCorp, Inc. Class A Common Stock in Q1 2023 and held it in 6 quarters.
  • SVB Wealth's HashiCorp, Inc. Class A Common Stock position peaked at $379K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.