Avitas Wealth Management’s CrowdStrike CRWD Stock Holding History

Avitas 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
2024 Q4	$401K	Sell	4,688 -112	-2%	-$9.31K	0.06%	163
2024 Q3	$337K	Buy	4,800 +1,004	+26%	+$71.3K	0.05%	180
2024 Q2	$364K	Buy	+3,796	New	+$316K	0.05%	182

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Avitas Wealth Management's CRWD Position: Q4 2024 in Review

Avitas Wealth Management reduced its CrowdStrike (CRWD) stake by 2.3% in Q4 2024, selling an estimated $9.31K and leaving 4,688 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #163.

Avitas Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 3 quarters since. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Avitas Wealth Management held 4,688 shares of CrowdStrike worth $401K as of Q4 2024.
Avitas Wealth Management sold 112 CrowdStrike shares in Q4 2024, an estimated $9.31K.
CrowdStrike made up 0.06% of Avitas Wealth Management's portfolio in Q4 2024, its #163 holding.
Avitas Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 3 quarters since.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.