Aevitas Wealth Management’s CrowdStrike CRWD Stock Holding History

Aevitas Wealth Management’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
2022 Q4	$771K	Sell	29,272 -12,072	-29%	-$413K	0.46%	54
2022 Q3	$1.7M	Hold	41,344	–	–	1.28%	22
2022 Q2	$1.74M	Sell	41,344 -120	-0.3%	-$5.43K	1.18%	24
2022 Q1	$2.35M	Buy	41,464 +3,096	+8%	+$144K	1.44%	17
2021 Q4	$1.96M	Sell	38,368 -624	-2%	-$38K	1.17%	22
2021 Q3	$2.4M	Buy	38,992 +1,920	+5%	+$124K	1.53%	16
2021 Q2	$2.33M	Sell	37,072 -80	-0.2%	-$4.3K	1.49%	16
2021 Q1	$1.7M	Buy	37,152 +1,200	+3%	+$63.5K	1.18%	23
2020 Q4	$1.9M	Buy	35,952 +15,300	+74%	+$596K	1.39%	16
2020 Q3	$874K	Buy	+20,652	New	+$602K	0.72%	38

Other funds holding CRWD

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aevitas Wealth Management's CRWD Position: Q4 2022 in Review

Aevitas Wealth Management reduced its CrowdStrike (CRWD) stake by 29% in Q4 2022, selling an estimated $413K and leaving 29,272 shares worth $771K. The position accounts for 0.46% of the portfolio, ranked #54.

Aevitas Wealth Management first reported a position in CRWD in Q3 2020 and has held it in 10 quarters since. The position peaked at $2.4M in Q3 2021. 966 funds tracked by Wall St. Rank hold CRWD as of Q4 2022.

Aevitas Wealth Management held 29,272 shares of CrowdStrike worth $771K as of Q4 2022.
Aevitas Wealth Management sold 12,072 CrowdStrike shares in Q4 2022, an estimated $413K.
CrowdStrike made up 0.46% of Aevitas Wealth Management's portfolio in Q4 2022, its #54 holding.
Aevitas Wealth Management first reported a position in CrowdStrike in Q3 2020 and has held it in 10 quarters since.
Aevitas Wealth Management's CrowdStrike position peaked at $2.4M in Q3 2021.
966 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.