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Curi Wealth Management’s CrowdStrike CRWD Stock Holding History

Curi Wealth Management’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
-6,316
Closed -$403K – 25
2023
Q4 		$403K Buy
6,316
+8
+0.1% +$419 0.06% 99
2023
Q3 		$264K Buy
6,308
+500
+9% +$19.4K 0.04% 126
2023
Q2 		$213K Buy
+5,808
New +$202K 0.03% 162
2022
Q4 		– Sell
-5,768
Closed -$238K – 194
2022
Q3 		$238K Sell
5,768
-632
-10% -$28.9K 0.04% 154
2022
Q2 		$270K Buy
+6,400
New +$290K 0.05% 95

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Curi Wealth Management's CRWD Position: Q1 2024 in Review

Curi Wealth Management sold out of CrowdStrike (CRWD) in Q1 2024, closing a stake of 6,316 shares — an estimated $403K sold.

Curi Wealth Management first reported a position in CRWD in Q2 2022 and held it in 5 quarters. The position peaked at $403K in Q4 2023. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

  • Curi Wealth Management reported no remaining CrowdStrike position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 6,316 CrowdStrike shares in Q1 2024, an estimated $403K.
  • Curi Wealth Management first reported a position in CrowdStrike in Q2 2022 and held it in 5 quarters.
  • Curi Wealth Management's CrowdStrike position peaked at $403K in Q4 2023.
  • 1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.