CarsonAllaria Wealth Management’s CrowdStrike CRWD Stock Holding History

CarsonAllaria 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
2024 Q2	–	Sell	-80	Closed	-$6.41K	–	386
2024 Q1	$6.41K	Hold	80	–	–	﹤0.01%	277
2023 Q4	$5.11K	Hold	80	–	–	﹤0.01%	258
2023 Q3	$3.35K	Sell	80 -100	-56%	-$3.89K	﹤0.01%	280
2023 Q2	$6.61K	Hold	180	–	–	0.01%	251
2023 Q1	$6.18K	Hold	180	–	–	0.01%	247
2022 Q4	$5K	Buy	180 +100	+125%	+$3.42K	﹤0.01%	232
2022 Q3	$3K	Sell	80 -28	-26%	-$1.28K	﹤0.01%	258
2022 Q2	$5K	Hold	108	–	–	﹤0.01%	229
2022 Q1	$6K	Buy	108 +28	+35%	+$1.3K	0.01%	228
2021 Q4	$4K	Buy	+80	New	+$4.87K	﹤0.01%	284

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CarsonAllaria Wealth Management's CRWD Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of CrowdStrike (CRWD) in Q2 2024, closing a stake of 80 shares — an estimated $6.41K sold.

CarsonAllaria Wealth Management first reported a position in CRWD in Q4 2021 and held it in 10 quarters. The position peaked at $6.61K in Q2 2023. 1,643 funds tracked by Wall St. Rank hold CRWD as of Q2 2024.

CarsonAllaria Wealth Management reported no remaining CrowdStrike position as of Q2 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 80 CrowdStrike shares in Q2 2024, an estimated $6.41K.
CarsonAllaria Wealth Management first reported a position in CrowdStrike in Q4 2021 and held it in 10 quarters.
CarsonAllaria Wealth Management's CrowdStrike position peaked at $6.61K in Q2 2023.
1,643 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.