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Heritage Wealth Management (Arizona)’s CrowdStrike CRWD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.26K Buy
48
+24
+100% +$821 ﹤0.01% 1011
2022
Q3 		$1K Sell
24
-176
-88% -$8.05K ﹤0.01% 927
2022
Q2 		$8.43K Buy
+200
New +$9.05K ﹤0.01% 691

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CRWD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its CrowdStrike (CRWD) stake by 100% in Q4 2022, buying an estimated $821 and bringing the position to 48 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Heritage Wealth Management (Arizona) first reported a position in CRWD in Q2 2022 and has held it in 3 quarters since. The position peaked at $8.43K in Q2 2022. 966 funds tracked by Wall St. Rank hold CRWD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 48 shares of CrowdStrike worth $1.26K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 24 CrowdStrike shares in Q4 2022, an estimated $821.
  • CrowdStrike made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1011 holding.
  • Heritage Wealth Management (Arizona) first reported a position in CrowdStrike in Q2 2022 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s CrowdStrike position peaked at $8.43K in Q2 2022.
  • 966 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.