Connectus Wealth’s CrowdStrike CRWD Stock Holding History

Connectus 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	$2.08M	Sell	25,960 -3,956	-13%	-$303K	0.06%	178
2023 Q4	$1.91M	Sell	29,916 -4,856	-14%	-$254K	0.04%	272
2023 Q3	$1.46M	Buy	+34,772	New	+$1.35M	0.03%	285

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

Connectus Wealth's CRWD Position: Q1 2024 in Review

Connectus Wealth reduced its CrowdStrike (CRWD) stake by 13% in Q1 2024, selling an estimated $303K and leaving 25,960 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #178.

Connectus Wealth first reported a position in CRWD in Q3 2023 and has held it in 3 quarters since. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

Connectus Wealth held 25,960 shares of CrowdStrike worth $2.08M as of Q1 2024.
Connectus Wealth sold 3,956 CrowdStrike shares in Q1 2024, an estimated $303K.
CrowdStrike made up 0.06% of Connectus Wealth's portfolio in Q1 2024, its #178 holding.
Connectus Wealth first reported a position in CrowdStrike in Q3 2023 and has held it in 3 quarters since.
1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.