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Glassman Wealth Services’s CrowdStrike CRWD Stock Holding History

Glassman Wealth Services’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
-1,008
Closed -$64.3K – 581
2023
Q4 		$64.3K Buy
1,008
+8
+0.8% +$419 0.01% 394
2023
Q3 		$41.8K Sell
1,000
-56
-5% -$2.18K 0.01% 464
2023
Q2 		$38.8K Buy
1,056
+52
+5% +$1.81K 0.01% 467
2023
Q1 		$34.5K Sell
1,004
-296
-23% -$8.56K 0.01% 496
2022
Q4 		$34.2K Buy
1,300
+384
+42% +$13.1K 0.01% 515
2022
Q3 		$38K Buy
916
+108
+13% +$4.94K 0.01% 445
2022
Q2 		$34K Buy
808
+156
+24% +$7.06K 0.01% 476
2022
Q1 		$37K Buy
652
+328
+101% +$15.3K 0.01% 475
2021
Q4 		$17K Sell
324
-400
-55% -$24.4K ﹤0.01% 645
2021
Q3 		$44K Buy
724
+32
+5% +$2.06K 0.01% 391
2021
Q2 		$43K Buy
692
+16
+2% +$861 0.01% 387
2021
Q1 		$31K Buy
676
+452
+202% +$23.9K 0.01% 420
2020
Q4 		$12K Buy
224
+152
+211% +$5.92K ﹤0.01% 663
2020
Q3 		$2K Buy
72
+56
+350% +$1.63K ﹤0.01% 978
2020
Q2 		$0 Buy
+16
New +$321 ﹤0.01% 1278

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

Glassman Wealth Services's CRWD Position: Q1 2024 in Review

Glassman Wealth Services sold out of CrowdStrike (CRWD) in Q1 2024, closing a stake of 1,008 shares — an estimated $64.3K sold.

Glassman Wealth Services first reported a position in CRWD in Q2 2020 and held it in 15 quarters. The position peaked at $64.3K in Q4 2023. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

  • Glassman Wealth Services reported no remaining CrowdStrike position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,008 CrowdStrike shares in Q1 2024, an estimated $64.3K.
  • Glassman Wealth Services first reported a position in CrowdStrike in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's CrowdStrike position peaked at $64.3K in Q4 2023.
  • 1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.