Catalyst Private Wealth’s CrowdStrike CRWD Stock Holding History

Catalyst Private 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 Q1	–	Sell	-4,472	Closed	-$285K	–	76
2023 Q4	$285K	Sell	4,472 -696	-13%	-$36.4K	0.13%	65
2023 Q3	$216K	Buy	+5,168	New	+$201K	0.13%	70
2020 Q4	–	Sell	-56	Closed	-$2K	–	95
2020 Q3	$2K	Buy	+56	New	+$1.63K	﹤0.01%	265

Other funds holding CRWD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Catalyst Private Wealth's CRWD Position: Q1 2024 in Review

Catalyst Private Wealth sold out of CrowdStrike (CRWD) in Q1 2024, closing a stake of 4,472 shares — an estimated $285K sold.

Catalyst Private Wealth first reported a position in CRWD in Q3 2020 and held it in 3 quarters. The position peaked at $285K in Q4 2023. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

Catalyst Private Wealth reported no remaining CrowdStrike position as of Q1 2024 after selling out during the quarter.
Catalyst Private Wealth sold 4,472 CrowdStrike shares in Q1 2024, an estimated $285K.
Catalyst Private Wealth first reported a position in CrowdStrike in Q3 2020 and held it in 3 quarters.
Catalyst Private Wealth's CrowdStrike position peaked at $285K in Q4 2023.
1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Catalyst Private Wealth's 13F filing for Q1 2024, filed 11 Apr 2024.