Consilium Wealth Advisory’s CrowdStrike CRWD Stock Holding History

Consilium Wealth Advisory’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 Q3	–	Sell	-12,500	Closed	-$1.2M	–	89
2024 Q2	$1.2M	Buy	12,500 +176	+1%	+$14.6K	0.65%	33
2024 Q1	$988K	Buy	12,324 +752	+6%	+$57.6K	0.56%	38
2023 Q4	$739K	Buy	11,572 +1,032	+10%	+$54K	0.44%	42
2023 Q3	$441K	Buy	10,540 +880	+9%	+$34.2K	0.31%	56
2023 Q2	$355K	Buy	9,660 +2,668	+38%	+$93K	0.25%	64
2023 Q1	$240K	Buy	+6,992	New	+$202K	0.2%	69
2022 Q2	–	Sell	-11,004	Closed	-$625K	–	75
2022 Q1	$625K	Buy	+11,004	New	+$513K	0.45%	51

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Consilium Wealth Advisory's CRWD Position: Q3 2024 in Review

Consilium Wealth Advisory sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 12,500 shares — an estimated $1.2M sold.

Consilium Wealth Advisory first reported a position in CRWD in Q1 2022 and held it in 7 quarters. The position peaked at $1.2M in Q2 2024. 1,585 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

Consilium Wealth Advisory reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
Consilium Wealth Advisory sold 12,500 CrowdStrike shares in Q3 2024, an estimated $1.2M.
Consilium Wealth Advisory first reported a position in CrowdStrike in Q1 2022 and held it in 7 quarters.
Consilium Wealth Advisory's CrowdStrike position peaked at $1.2M in Q2 2024.
1,585 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Consilium Wealth Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.