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Capstone Wealth Management Group (Pennsylvania)’s CrowdStrike CRWD Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
Q3 		– Sell
-21,224
Closed -$2.03M – 72
2024
Q2 		$2.03M Buy
21,224
+1,224
+6% +$102K 1.33% 21
2024
Q1 		$1.6M Buy
20,000
+15,172
+314% +$1.16M 1.15% 22
2023
Q4 		$308K Buy
+4,828
New +$253K 0.29% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s CRWD Position: Q3 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 21,224 shares — an estimated $2.03M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in CRWD in Q4 2023 and held it in 3 quarters. The position peaked at $2.03M in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 21,224 CrowdStrike shares in Q3 2024, an estimated $2.03M.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in CrowdStrike in Q4 2023 and held it in 3 quarters.
  • Capstone Wealth Management Group (Pennsylvania)'s CrowdStrike position peaked at $2.03M in Q2 2024.
  • 1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2024, filed 15 Oct 2024.