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CM Wealth Advisors’s CrowdStrike CRWD Stock Holding History

CM 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
2024
Q2 		– Sell
-5,260
Closed -$411K – 95
2024
Q1 		$411K Buy
+5,260
New +$403K 0.12% 95
2023
Q3 		– Sell
-7,908
Closed -$308K – 97
2023
Q2 		$308K Sell
7,908
-25,736
-76% -$897K 0.1% 101
2023
Q1 		$1.04M Buy
+33,644
New +$973K 0.2% 152

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CM Wealth Advisors's CRWD Position: Q2 2024 in Review

CM Wealth Advisors sold out of CrowdStrike (CRWD) in Q2 2024, closing a stake of 5,260 shares — an estimated $411K sold.

CM Wealth Advisors first reported a position in CRWD in Q1 2023 and held it in 3 quarters. The position peaked at $1.04M in Q1 2023. 1,643 funds tracked by Wall St. Rank hold CRWD as of Q2 2024.

  • CM Wealth Advisors reported no remaining CrowdStrike position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 5,260 CrowdStrike shares in Q2 2024, an estimated $411K.
  • CM Wealth Advisors first reported a position in CrowdStrike in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's CrowdStrike position peaked at $1.04M in Q1 2023.
  • 1,643 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.