BDO Wealth Advisors’s CrowdStrike CRWD Stock Holding History

BDO Wealth Advisors’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 Q2	$10.3K	Sell	280 -48	-15%	-$1.67K	﹤0.01%	693
2023 Q1	$11.3K	Sell	328 -2,400	-88%	-$69.4K	﹤0.01%	681
2022 Q4	$71.8K	Hold	2,728	–	–	0.01%	366
2022 Q3	$112K	Hold	2,728	–	–	0.01%	315
2022 Q2	$115K	Sell	2,728 -4,400	-62%	-$199K	0.01%	311
2022 Q1	$405K	Hold	7,128	–	–	0.04%	199
2021 Q4	$365K	Buy	7,128 +400	+6%	+$24.4K	0.04%	213
2021 Q3	$413K	Buy	6,728 +200	+3%	+$12.9K	0.05%	199
2021 Q2	$410K	Buy	6,528 +48	+0.7%	+$2.58K	0.05%	209
2021 Q1	$296K	Sell	6,480 -7,640	-54%	-$404K	0.03%	235
2020 Q4	$748K	Buy	14,120 +14,040	+17,550%	+$547K	0.11%	125
2020 Q3	$3K	Buy	+80	New	+$2.33K	﹤0.01%	614

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BDO Wealth Advisors's CRWD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its CrowdStrike (CRWD) stake by 15% in Q2 2023, selling an estimated $1.67K and leaving 280 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

BDO Wealth Advisors first reported a position in CRWD in Q3 2020 and has held it in 12 quarters since. The position peaked at $748K in Q4 2020. 1,061 funds tracked by Wall St. Rank hold CRWD as of Q2 2023.

BDO Wealth Advisors held 280 shares of CrowdStrike worth $10.3K as of Q2 2023.
BDO Wealth Advisors sold 48 CrowdStrike shares in Q2 2023, an estimated $1.67K.
CrowdStrike made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #693 holding.
BDO Wealth Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's CrowdStrike position peaked at $748K in Q4 2020.
1,061 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.