Executive Wealth Management’s CrowdStrike CRWD Stock Holding History

Executive 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 Q4	$302K	Sell	3,528 -504	-13%	-$41.9K	0.02%	211
2024 Q3	$283K	Sell	4,032 -5,028	-55%	-$357K	0.02%	223
2024 Q2	$868K	Buy	9,060 +296	+3%	+$24.6K	0.16%	59
2024 Q1	$700K	Buy	8,764 +1,036	+13%	+$79.3K	0.06%	133
2023 Q4	$493K	Buy	7,728 +1,720	+29%	+$90.1K	0.05%	140
2023 Q3	$251K	Sell	6,008 -400	-6%	-$15.5K	0.03%	174
2023 Q2	$235K	Hold	6,408	–	–	0.02%	183
2023 Q1	$220K	Buy	+6,408	New	+$185K	0.02%	183
2022 Q2	–	Sell	-4,048	Closed	-$229K	–	188
2022 Q1	$229K	Sell	4,048 -2,632	-39%	-$123K	0.02%	174
2021 Q4	$341K	Buy	6,680 +792	+13%	+$48.2K	0.03%	155
2021 Q3	$361K	Sell	5,888 -100	-2%	-$6.45K	0.04%	145
2021 Q2	$376K	Sell	5,988 -1,752	-23%	-$94.3K	0.04%	147
2021 Q1	$353K	Buy	+7,740	New	+$409K	0.04%	144
2019 Q3	–	Sell	-2,000	Closed	-$34K	–	273
2019 Q2	$34K	Buy	+2,000	New	+$34K	﹤0.01%	370

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

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

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Executive Wealth Management's CRWD Position: Q4 2024 in Review

Executive Wealth Management reduced its CrowdStrike (CRWD) stake by 13% in Q4 2024, selling an estimated $41.9K and leaving 3,528 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #211.

Executive Wealth Management first reported a position in CRWD in Q2 2019 and has held it in 14 quarters since. The position peaked at $868K in Q2 2024. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Executive Wealth Management held 3,528 shares of CrowdStrike worth $302K as of Q4 2024.
Executive Wealth Management sold 504 CrowdStrike shares in Q4 2024, an estimated $41.9K.
CrowdStrike made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #211 holding.
Executive Wealth Management first reported a position in CrowdStrike in Q2 2019 and has held it in 14 quarters since.
Executive Wealth Management's CrowdStrike position peaked at $868K in Q2 2024.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.