Halpern Financial’s CrowdStrike CRWD Stock Holding History

Halpern Financial’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	$980K	Sell	13,992 -2,000	-13%	-$142K	0.25%	33
2024 Q2	$1.53M	Sell	15,992 -2,000	-11%	-$166K	0.42%	27
2024 Q1	$1.44M	Sell	17,992 -8,000	-31%	-$612K	0.42%	27
2023 Q4	$1.59M	Sell	25,992 -16,000	-38%	-$838K	0.49%	26
2023 Q3	$1.76M	Sell	41,992 -2,000	-5%	-$77.7K	0.61%	24
2023 Q2	$1.62M	Sell	43,992 -4,840	-10%	-$169K	0.55%	22
2023 Q1	$1.68M	Hold	48,832	–	–	0.6%	21
2022 Q4	$1.29M	Hold	48,832	–	–	0.47%	24
2022 Q3	$2.01M	Buy	48,832 +44,092	+930%	+$2.02M	0.8%	20
2022 Q2	$200K	Hold	4,740	–	–	0.08%	50
2022 Q1	$269K	Sell	4,740 -400	-8%	-$18.6K	0.1%	56
2021 Q4	$263K	Sell	5,140 -1,600	-24%	-$97.4K	0.11%	35
2021 Q3	$414K	Sell	6,740 -3,200	-32%	-$206K	0.19%	24
2021 Q2	$625K	Sell	9,940 -3,388	-25%	-$182K	0.29%	22
2021 Q1	$608K	Sell	13,328 -2,844	-18%	-$150K	0.29%	20
2020 Q4	$856K	Sell	16,172 -3,640	-18%	-$142K	0.45%	17
2020 Q3	$680K	Buy	+19,812	New	+$577K	0.4%	18

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

Halpern Financial's CRWD Position: Q3 2024 in Review

Halpern Financial reduced its CrowdStrike (CRWD) stake by 13% in Q3 2024, selling an estimated $142K and leaving 13,992 shares worth $980K. The position accounts for 0.25% of the portfolio, ranked #33.

Halpern Financial first reported a position in CRWD in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.01M in Q3 2022. 1,585 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

Halpern Financial held 13,992 shares of CrowdStrike worth $980K as of Q3 2024.
Halpern Financial sold 2,000 CrowdStrike shares in Q3 2024, an estimated $142K.
CrowdStrike made up 0.25% of Halpern Financial's portfolio in Q3 2024, its #33 holding.
Halpern Financial first reported a position in CrowdStrike in Q3 2020 and has held it in 17 quarters since.
Halpern Financial's CrowdStrike position peaked at $2.01M in Q3 2022.
1,585 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.