Baldwin Wealth Partners’s CrowdStrike CRWD Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-2,000	Closed	-$140K	–	404
2024 Q3	$140K	Sell	2,000 -16	-0.8%	-$1.14K	0.01%	373
2024 Q2	$193K	Buy	2,016 +16	+0.8%	+$1.33K	0.02%	202
2024 Q1	$160K	Hold	2,000	–	–	0.01%	228
2023 Q4	$128K	Hold	2,000	–	–	0.01%	253
2023 Q3	$83.7K	Hold	2,000	–	–	0.01%	318
2023 Q2	$73.4K	Hold	2,000	–	–	0.01%	361
2023 Q1	$68.6K	Hold	2,000	–	–	0.01%	371
2022 Q4	$52.6K	Sell	2,000 -2,800	-58%	-$95.8K	﹤0.01%	409
2022 Q3	$198K	Hold	4,800	–	–	0.03%	171
2022 Q2	$202K	Sell	4,800 -60	-1%	-$2.72K	0.03%	179
2022 Q1	$275K	Buy	4,860 +400	+9%	+$18.6K	0.03%	172
2021 Q4	$228K	Buy	4,460 +400	+10%	+$24.4K	0.02%	194
2021 Q3	$250K	Sell	4,060 -1,624	-29%	-$105K	0.03%	182
2021 Q2	$357K	Hold	5,684	–	–	0.04%	149
2021 Q1	$260K	Buy	5,684 +1,684	+42%	+$89.1K	0.03%	160
2020 Q4	$212K	Hold	4,000	–	–	0.03%	168
2020 Q3	$137K	Buy	4,000 +2,000	+100%	+$58.3K	0.02%	195
2020 Q2	$50K	Buy	+2,000	New	+$40.1K	0.01%	293

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

Baldwin Wealth Partners's CRWD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 2,000 shares — an estimated $140K sold.

Baldwin Wealth Partners first reported a position in CRWD in Q2 2020 and held it in 18 quarters. The position peaked at $357K in Q2 2021. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Baldwin Wealth Partners reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 2,000 CrowdStrike shares in Q4 2024, an estimated $140K.
Baldwin Wealth Partners first reported a position in CrowdStrike in Q2 2020 and held it in 18 quarters.
Baldwin Wealth Partners's CrowdStrike position peaked at $357K in Q2 2021.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.