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Baystate Wealth Management’s CrowdStrike CRWD Stock Holding History

Baystate 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
2023
Q4 		$219K Buy
3,424
+848
+33% +$44.4K 0.02% 193
2023
Q3 		$108K Buy
2,576
+588
+30% +$22.9K 0.01% 248
2023
Q2 		$73K Buy
+1,988
New +$69.3K 0.01% 290

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baystate Wealth Management's CRWD Position: Q4 2023 in Review

Baystate Wealth Management increased its CrowdStrike (CRWD) stake by 33% in Q4 2023, buying an estimated $44.4K and bringing the position to 3,424 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #193.

Baystate Wealth Management first reported a position in CRWD in Q2 2023 and has held it in 3 quarters since. 1,367 funds tracked by Wall St. Rank hold CRWD as of Q4 2023.

  • Baystate Wealth Management held 3,424 shares of CrowdStrike worth $219K as of Q4 2023.
  • Baystate Wealth Management bought 848 CrowdStrike shares in Q4 2023, an estimated $44.4K.
  • CrowdStrike made up 0.02% of Baystate Wealth Management's portfolio in Q4 2023, its #193 holding.
  • Baystate Wealth Management first reported a position in CrowdStrike in Q2 2023 and has held it in 3 quarters since.
  • 1,367 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.