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Bison Wealth’s CrowdStrike CRWD Stock Holding History

Bison Wealth’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 		$536K Sell
6,272
-5,072
-45% -$422K 0.12% 148
2024
Q3 		$796K Buy
11,344
+8,404
+286% +$597K 0.13% 165
2024
Q2 		$236K Hold
2,940
– – 0.04% 372
2024
Q1 		$236K Buy
+2,940
New +$225K 0.04% 372

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bison Wealth's CRWD Position: Q4 2024 in Review

Bison Wealth reduced its CrowdStrike (CRWD) stake by 45% in Q4 2024, selling an estimated $422K and leaving 6,272 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #148.

Bison Wealth first reported a position in CRWD in Q1 2024 and has held it in 4 quarters since. The position peaked at $796K in Q3 2024. 1,791 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

  • Bison Wealth held 6,272 shares of CrowdStrike worth $536K as of Q4 2024.
  • Bison Wealth sold 5,072 CrowdStrike shares in Q4 2024, an estimated $422K.
  • CrowdStrike made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #148 holding.
  • Bison Wealth first reported a position in CrowdStrike in Q1 2024 and has held it in 4 quarters since.
  • Bison Wealth's CrowdStrike position peaked at $796K in Q3 2024.
  • 1,791 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.