Cassady Schiller Wealth Management’s CrowdStrike CRWD Stock Holding History

Cassady Schiller 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 Q4	$4.11K	Buy	+48	New	+$3.99K	﹤0.01%	449

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Cassady Schiller Wealth Management's CRWD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in CrowdStrike (CRWD) in Q4 2024: 48 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings.

1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Cassady Schiller Wealth Management held 48 shares of CrowdStrike worth $4.11K as of Q4 2024.
CrowdStrike was a new Cassady Schiller Wealth Management position in Q4 2024.
CrowdStrike made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #449 holding.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.