B. Riley Wealth Management’s CrowdStrike CRWD Stock Holding History

B. Riley 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 Q2	$1K	Buy	23,848 +7,352	+45%	+$333K	﹤0.01%	297
2022 Q1	$936K	Buy	16,496 +2,156	+15%	+$100K	0.07%	221
2021 Q4	$734K	Buy	14,340 +552	+4%	+$33.6K	0.05%	271
2021 Q3	$847K	Buy	13,788 +2,836	+26%	+$183K	0.07%	244
2021 Q2	$688K	Sell	10,952 -468	-4%	-$25.2K	0.08%	193
2021 Q1	$521K	Buy	11,420 +760	+7%	+$40.2K	0.06%	221
2020 Q4	$565K	Sell	10,660 -7,084	-40%	-$276K	0.07%	191
2020 Q3	$609K	Sell	17,744 -1,764	-9%	-$51.4K	0.07%	201
2020 Q2	$489K	Buy	19,508 +2,020	+12%	+$40.5K	0.05%	231
2020 Q1	$243K	Buy	+17,488	New	+$247K	0.03%	399

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

B. Riley Wealth Management's CRWD Position: Q2 2022 in Review

B. Riley Wealth Management increased its CrowdStrike (CRWD) stake by 45% in Q2 2022, buying an estimated $333K and bringing the position to 23,848 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

B. Riley Wealth Management first reported a position in CRWD in Q1 2020 and has held it in 10 quarters since. The position peaked at $936K in Q1 2022. 1,035 funds tracked by Wall St. Rank hold CRWD as of Q2 2022.

B. Riley Wealth Management held 23,848 shares of CrowdStrike worth $1K as of Q2 2022.
B. Riley Wealth Management bought 7,352 CrowdStrike shares in Q2 2022, an estimated $333K.
CrowdStrike made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #297 holding.
B. Riley Wealth Management first reported a position in CrowdStrike in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's CrowdStrike position peaked at $936K in Q1 2022.
1,035 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.