Icon Wealth Partners’s CrowdStrike CRWD Stock Holding History

Icon Wealth Partners’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 Q3	$339K	Sell	8,104 -168	-2%	-$6.53K	0.04%	220
2023 Q2	$304K	Sell	8,272 -1,012	-11%	-$35.3K	0.03%	254
2023 Q1	$319K	Buy	+9,284	New	+$268K	0.03%	249
2022 Q2	$328K	Buy	7,772 +828	+12%	+$37.5K	0.04%	235
2022 Q1	$394K	Buy	6,944 +1,948	+39%	+$90.8K	0.04%	238
2021 Q4	$256K	Buy	+4,996	New	+$304K	0.03%	283

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Icon Wealth Partners's CRWD Position: Q3 2023 in Review

Icon Wealth Partners reduced its CrowdStrike (CRWD) stake by 2% in Q3 2023, selling an estimated $6.53K and leaving 8,104 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #220.

Icon Wealth Partners first reported a position in CRWD in Q4 2021 and has held it in 6 quarters since. The position peaked at $394K in Q1 2022. 1,124 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

Icon Wealth Partners held 8,104 shares of CrowdStrike worth $339K as of Q3 2023.
Icon Wealth Partners sold 168 CrowdStrike shares in Q3 2023, an estimated $6.53K.
CrowdStrike made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #220 holding.
Icon Wealth Partners first reported a position in CrowdStrike in Q4 2021 and has held it in 6 quarters since.
Icon Wealth Partners's CrowdStrike position peaked at $394K in Q1 2022.
1,124 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.