Clearview Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-240	Closed	-$8.81K	–	221
2023 Q2	$8.81K	Buy	240 +80	+50%	+$2.79K	0.01%	380
2023 Q1	$5.49K	Hold	160	–	–	0.01%	421
2022 Q4	$4.21K	Hold	160	–	–	﹤0.01%	412
2022 Q3	$7K	Hold	160	–	–	0.01%	372
2022 Q2	$7K	Buy	160 +80	+100%	+$3.62K	0.01%	397
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	441
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	504
2021 Q3	$5K	Hold	80	–	–	﹤0.01%	495
2021 Q2	$5K	Hold	80	–	–	﹤0.01%	501
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	502
2020 Q4	$4K	Buy	+80	New	+$3.12K	﹤0.01%	459

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Clearview Wealth Advisors's CRWD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of CrowdStrike (CRWD) in Q3 2023, closing a stake of 240 shares — an estimated $8.81K sold.

Clearview Wealth Advisors first reported a position in CRWD in Q4 2020 and held it in 11 quarters. The position peaked at $8.81K in Q2 2023. 1,124 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

Clearview Wealth Advisors reported no remaining CrowdStrike position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 240 CrowdStrike shares in Q3 2023, an estimated $8.81K.
Clearview Wealth Advisors first reported a position in CrowdStrike in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's CrowdStrike position peaked at $8.81K in Q2 2023.
1,124 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.