AJ Wealth Strategies’s CrowdStrike CRWD Stock Holding History

AJ Wealth Strategies’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 Q1	–	Sell	-13,120	Closed	-$345K	–	292
2022 Q4	$345K	Sell	13,120 -2,952	-18%	-$101K	0.02%	215
2022 Q3	$662K	Hold	16,072	–	–	0.04%	159
2022 Q2	$677K	Sell	16,072 -33,880	-68%	-$1.53M	0.04%	161
2022 Q1	$2.84M	Buy	49,952 +15,212	+44%	+$709K	0.14%	83
2021 Q4	$1.78M	Sell	34,740 -6,280	-15%	-$382K	0.08%	98
2021 Q3	$2.52M	Buy	41,020 +604	+1%	+$39K	0.14%	68
2021 Q2	$2.54M	Buy	40,416 +3,760	+10%	+$202K	0.15%	66
2021 Q1	$1.67M	Buy	36,656 +6,644	+22%	+$351K	0.12%	80
2020 Q4	$1.59M	Sell	30,012 -2,744	-8%	-$107K	0.14%	73
2020 Q3	$1.13M	Buy	32,756 +4,112	+14%	+$120K	0.11%	79
2020 Q2	$718K	Buy	+28,644	New	+$574K	0.08%	103

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AJ Wealth Strategies's CRWD Position: Q1 2023 in Review

AJ Wealth Strategies sold out of CrowdStrike (CRWD) in Q1 2023, closing a stake of 13,120 shares — an estimated $345K sold.

AJ Wealth Strategies first reported a position in CRWD in Q2 2020 and held it in 11 quarters. The position peaked at $2.84M in Q1 2022. 1,017 funds tracked by Wall St. Rank hold CRWD as of Q1 2023.

AJ Wealth Strategies reported no remaining CrowdStrike position as of Q1 2023 after selling out during the quarter.
AJ Wealth Strategies sold 13,120 CrowdStrike shares in Q1 2023, an estimated $345K.
AJ Wealth Strategies first reported a position in CrowdStrike in Q2 2020 and held it in 11 quarters.
AJ Wealth Strategies's CrowdStrike position peaked at $2.84M in Q1 2022.
1,017 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.