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Castle Wealth Management’s CrowdStrike CRWD Stock Holding History

Castle 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
2022
Q4 		– Sell
-200
Closed -$8K – 213
2022
Q3 		$8K Hold
200
– – ﹤0.01% 443
2022
Q2 		$8K Buy
+200
New +$9.05K ﹤0.01% 431

Other funds holding CRWD

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Castle Wealth Management's CRWD Position: Q4 2022 in Review

Castle Wealth Management sold out of CrowdStrike (CRWD) in Q4 2022, closing a stake of 200 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in CRWD in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 966 funds tracked by Wall St. Rank hold CRWD as of Q4 2022.

  • Castle Wealth Management reported no remaining CrowdStrike position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 200 CrowdStrike shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in CrowdStrike in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's CrowdStrike position peaked at $8K in Q3 2022.
  • 966 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.