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Gilliland Jeter Wealth Management’s CrowdStrike CRWD Stock Holding History

Gilliland Jeter 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 		– Sell
-1,160
Closed -$81.3K – 268
2024
Q3 		$81.3K Buy
1,160
+360
+45% +$25.6K 0.03% 249
2024
Q2 		$76.6K Hold
800
– – 0.03% 244
2024
Q1 		$64.1K Buy
+800
New +$61.2K 0.02% 261

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gilliland Jeter Wealth Management's CRWD Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 1,160 shares — an estimated $81.3K sold.

Gilliland Jeter Wealth Management first reported a position in CRWD in Q1 2024 and held it in 3 quarters. The position peaked at $81.3K in Q3 2024. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,160 CrowdStrike shares in Q4 2024, an estimated $81.3K.
  • Gilliland Jeter Wealth Management first reported a position in CrowdStrike in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's CrowdStrike position peaked at $81.3K in Q3 2024.
  • 1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.