Financial Synergies Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-228	Closed	-$18.3K	–	147
2024 Q1	$18.3K	Hold	228	–	–	﹤0.01%	208
2023 Q4	$6K	Hold	228	–	–	﹤0.01%	208
2023 Q3	$9.54K	Hold	228	–	–	﹤0.01%	239
2023 Q2	$8.37K	Hold	228	–	–	﹤0.01%	236
2023 Q1	$7.82K	Hold	228	–	–	﹤0.01%	244
2022 Q4	$6K	Hold	228	–	–	﹤0.01%	208
2022 Q3	$9.39K	Hold	228	–	–	﹤0.01%	166
2022 Q2	$9.61K	Buy	+228	New	+$10.3K	﹤0.01%	172

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's CRWD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of CrowdStrike (CRWD) in Q2 2024, closing a stake of 228 shares — an estimated $18.3K sold.

Financial Synergies Wealth Advisors first reported a position in CRWD in Q2 2022 and held it in 8 quarters. The position peaked at $18.3K in Q1 2024. 1,643 funds tracked by Wall St. Rank hold CRWD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining CrowdStrike position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 228 CrowdStrike shares in Q2 2024, an estimated $18.3K.
Financial Synergies Wealth Advisors first reported a position in CrowdStrike in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's CrowdStrike position peaked at $18.3K in Q1 2024.
1,643 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.