BerganKDV Wealth Management’s CrowdStrike CRWD Stock Holding History

BerganKDV 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 Q2	$30.4K	Sell	828 -32	-4%	-$1.11K	﹤0.01%	438
2023 Q1	$29.5K	Hold	860	–	–	﹤0.01%	458
2022 Q4	$22.6K	Buy	860 +40	+5%	+$1.37K	﹤0.01%	478
2022 Q3	$34K	Buy	820 +8	+1%	+$366	﹤0.01%	412
2022 Q2	$34K	Buy	812 +404	+99%	+$18.3K	﹤0.01%	423
2022 Q1	$23K	Buy	408 +4	+1%	+$186	﹤0.01%	494
2021 Q4	$21K	Sell	404 -16	-4%	-$974	﹤0.01%	537
2021 Q3	$26K	Sell	420 -40	-9%	-$2.58K	﹤0.01%	485
2021 Q2	$29K	Sell	460 -8	-2%	-$430	﹤0.01%	464
2021 Q1	$21K	Buy	468 +412	+736%	+$21.8K	﹤0.01%	479
2020 Q4	$3K	Buy	56 +16	+40%	+$623	﹤0.01%	721
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	778
2020 Q2	$1K	Buy	+40	New	+$802	﹤0.01%	836

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

BerganKDV Wealth Management's CRWD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its CrowdStrike (CRWD) stake by 3.7% in Q2 2023, selling an estimated $1.11K and leaving 828 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

BerganKDV Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 13 quarters since. The position peaked at $34K in Q3 2022. 1,061 funds tracked by Wall St. Rank hold CRWD as of Q2 2023.

BerganKDV Wealth Management held 828 shares of CrowdStrike worth $30.4K as of Q2 2023.
BerganKDV Wealth Management sold 32 CrowdStrike shares in Q2 2023, an estimated $1.11K.
CrowdStrike made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #438 holding.
BerganKDV Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's CrowdStrike position peaked at $34K in Q3 2022.
1,061 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.