Acorn Financial Advisory Services’s CrowdStrike CRWD Stock Holding History

Acorn Financial Advisory Services’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,496	Closed	-$239K	–	245
2023 Q2	$239K	Buy	+6,496	New	+$226K	0.04%	218
2022 Q2	–	Sell	-4,160	Closed	-$236K	–	210
2022 Q1	$236K	Sell	4,160 -20	-0.5%	-$932	0.05%	202
2021 Q4	$214K	Hold	4,180	–	–	0.04%	205
2021 Q3	$257K	Buy	+4,180	New	+$270K	0.08%	185

Other funds holding CRWD

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Acorn Financial Advisory Services's CRWD Position: Q3 2023 in Review

Acorn Financial Advisory Services sold out of CrowdStrike (CRWD) in Q3 2023, closing a stake of 6,496 shares — an estimated $239K sold.

Acorn Financial Advisory Services first reported a position in CRWD in Q3 2021 and held it in 4 quarters. The position peaked at $257K in Q3 2021. 1,124 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

Acorn Financial Advisory Services reported no remaining CrowdStrike position as of Q3 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 6,496 CrowdStrike shares in Q3 2023, an estimated $239K.
Acorn Financial Advisory Services first reported a position in CrowdStrike in Q3 2021 and held it in 4 quarters.
Acorn Financial Advisory Services's CrowdStrike position peaked at $257K in Q3 2021.
1,124 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2023, filed 10 Oct 2023.