Delap Wealth Advisory’s CrowdStrike CRWD Stock Holding History

Delap 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	-8,456	Closed	-$810K	–	73
2024 Q2	$810K	Buy	8,456 +2,384	+39%	+$198K	0.37%	33
2024 Q1	$487K	Buy	+6,072	New	+$465K	0.2%	75

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 $145B AUM 34.61% 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

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

Delap Wealth Advisory sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 8,456 shares — an estimated $810K sold.

Delap Wealth Advisory first reported a position in CRWD in Q1 2024 and held it in 2 quarters. The position peaked at $810K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

Delap Wealth Advisory reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 8,456 CrowdStrike shares in Q3 2024, an estimated $810K.
Delap Wealth Advisory first reported a position in CrowdStrike in Q1 2024 and held it in 2 quarters.
Delap Wealth Advisory's CrowdStrike position peaked at $810K in Q2 2024.
1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.