Consolidated Planning Corp’s CrowdStrike CRWD Stock Holding History

Consolidated Planning Corp’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	-4,988	Closed	-$318K	–	187
2023 Q4	$318K	Sell	4,988 -1,260	-20%	-$66K	0.06%	119
2023 Q3	$261K	Buy	+6,248	New	+$243K	0.06%	131
2023 Q2	–	Sell	-12,016	Closed	-$412K	–	164
2023 Q1	$412K	Buy	12,016 +4,152	+53%	+$120K	0.11%	89
2022 Q4	$207K	Hold	7,864	–	–	0.06%	117
2022 Q3	$324K	Buy	7,864 +512	+7%	+$23.4K	0.1%	90
2022 Q2	$310K	Sell	7,352 -68	-0.9%	-$3.08K	0.1%	92
2022 Q1	$421K	Sell	7,420 -720	-9%	-$33.5K	0.29%	34
2021 Q4	$417K	Sell	8,140 -14,012	-63%	-$853K	0.27%	35
2021 Q3	$1.36M	Buy	+22,152	New	+$1.43M	0.88%	17

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Consolidated Planning Corp's CRWD Position: Q1 2024 in Review

Consolidated Planning Corp sold out of CrowdStrike (CRWD) in Q1 2024, closing a stake of 4,988 shares — an estimated $318K sold.

Consolidated Planning Corp first reported a position in CRWD in Q3 2021 and held it in 9 quarters. The position peaked at $1.36M in Q3 2021. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

Consolidated Planning Corp reported no remaining CrowdStrike position as of Q1 2024 after selling out during the quarter.
Consolidated Planning Corp sold 4,988 CrowdStrike shares in Q1 2024, an estimated $318K.
Consolidated Planning Corp first reported a position in CrowdStrike in Q3 2021 and held it in 9 quarters.
Consolidated Planning Corp's CrowdStrike position peaked at $1.36M in Q3 2021.
1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Consolidated Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.