Heritage Oak Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Heritage Oak 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 Q4	–	Sell	-9,004	Closed	-$631K	–	91
2024 Q3	$631K	Buy	+9,004	New	+$639K	0.29%	55

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Heritage Oak Wealth Advisors's CRWD Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 9,004 shares — an estimated $631K sold.

Heritage Oak Wealth Advisors first reported a position in CRWD in Q3 2024 and held it in 1 quarter. The position peaked at $631K in Q3 2024. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 9,004 CrowdStrike shares in Q4 2024, an estimated $631K.
Heritage Oak Wealth Advisors first reported a position in CrowdStrike in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's CrowdStrike position peaked at $631K in Q3 2024.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.