IAM Advisory’s CrowdStrike CRWD Stock Holding History

IAM Advisory’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	-18,000	Closed	-$474K	–	94
2022 Q4	$474K	Sell	18,000 -372	-2%	-$12.7K	0.17%	65
2022 Q3	$757K	Hold	18,372	–	–	0.32%	45
2022 Q2	$774K	Buy	18,372 +20	+0.1%	+$906	0.32%	46
2022 Q1	$1.04M	Buy	18,352 +684	+4%	+$31.9K	0.42%	37
2021 Q4	$850K	Buy	17,668 +24	+0.1%	+$1.46K	0.34%	47
2021 Q3	$1.08M	Buy	+17,644	New	+$1.14M	0.46%	35

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IAM Advisory's CRWD Position: Q1 2023 in Review

IAM Advisory sold out of CrowdStrike (CRWD) in Q1 2023, closing a stake of 18,000 shares — an estimated $474K sold.

IAM Advisory first reported a position in CRWD in Q3 2021 and held it in 6 quarters. The position peaked at $1.08M in Q3 2021. 1,017 funds tracked by Wall St. Rank hold CRWD as of Q1 2023.

IAM Advisory reported no remaining CrowdStrike position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 18,000 CrowdStrike shares in Q1 2023, an estimated $474K.
IAM Advisory first reported a position in CrowdStrike in Q3 2021 and held it in 6 quarters.
IAM Advisory's CrowdStrike position peaked at $1.08M in Q3 2021.
1,017 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.