Alterity Financial Group’s CrowdStrike CRWD Stock Holding History

Alterity Financial Group’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 Q4	$489K	Sell	7,656 -608	-7%	-$31.8K	0.7%	42
2023 Q3	$346K	Sell	8,264 -64	-0.8%	-$2.49K	0.55%	49
2023 Q2	$306K	Sell	8,328 -952	-10%	-$33.2K	0.44%	54
2023 Q1	$318K	Buy	9,280 +680	+8%	+$19.7K	0.47%	52
2022 Q4	$226K	Sell	8,600 -376	-4%	-$12.9K	0.37%	65
2022 Q3	$370K	Buy	8,976 +100	+1%	+$4.57K	0.6%	45
2022 Q2	$374K	Buy	+8,876	New	+$402K	0.56%	51
2021 Q4	$802K	Buy	+15,660	New	+$954K	0.86%	36
2021 Q1	$539K	Buy	+9,496	New	+$502K	0.65%	46

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alterity Financial Group's CRWD Position: Q4 2023 in Review

Alterity Financial Group reduced its CrowdStrike (CRWD) stake by 7.4% in Q4 2023, selling an estimated $31.8K and leaving 7,656 shares worth $489K. The position accounts for 0.7% of the portfolio, ranked #42.

Alterity Financial Group first reported a position in CRWD in Q1 2021 and has held it in 9 quarters since. The position peaked at $802K in Q4 2021. 1,367 funds tracked by Wall St. Rank hold CRWD as of Q4 2023.

Alterity Financial Group held 7,656 shares of CrowdStrike worth $489K as of Q4 2023.
Alterity Financial Group sold 608 CrowdStrike shares in Q4 2023, an estimated $31.8K.
CrowdStrike made up 0.7% of Alterity Financial Group's portfolio in Q4 2023, its #42 holding.
Alterity Financial Group first reported a position in CrowdStrike in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's CrowdStrike position peaked at $802K in Q4 2021.
1,367 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.