Wealth Enhancement Advisory Services’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Wealth Enhancement Advisory Services’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
2024 Q2	–	Sell	-7,901	Closed	-$213K	–	2717
2024 Q1	$213K	Buy	+7,901	New	+$191K	﹤0.01%	2153
2023 Q4	–	Sell	-10,478	Closed	-$239K	–	2449
2023 Q3	$239K	Buy	+10,478	New	+$285K	﹤0.01%	1883

Other funds holding HCP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's HCP Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q2 2024, closing a stake of 7,901 shares — an estimated $213K sold.

Wealth Enhancement Advisory Services first reported a position in HCP in Q3 2023 and held it in 2 quarters. The position peaked at $239K in Q3 2023. 289 funds tracked by Wall St. Rank hold HCP as of Q2 2024.

Wealth Enhancement Advisory Services reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 7,901 HashiCorp, Inc. Class A Common Stock shares in Q2 2024, an estimated $213K.
Wealth Enhancement Advisory Services first reported a position in HashiCorp, Inc. Class A Common Stock in Q3 2023 and held it in 2 quarters.
Wealth Enhancement Advisory Services's HashiCorp, Inc. Class A Common Stock position peaked at $239K in Q3 2023.
289 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.