HGWM
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Harvest Group Wealth Management’s CrowdStrike CRWD Stock Holding History

Harvest Group 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
2023
Q1 		– Sell
-28
Closed -$737 – 193
2022
Q4 		$737 Buy
28
+4
+17% +$137 ﹤0.01% 160
2022
Q3 		$1K Hold
24
– – ﹤0.01% 136
2022
Q2 		$1K Buy
24
+4
+20% +$181 ﹤0.01% 149
2022
Q1 		$1K Hold
20
– – ﹤0.01% 112
2021
Q4 		$1K Buy
+20
New +$1.22K ﹤0.01% 91

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Jennison Associates
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VOYA Investment Management
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return