Institutional & Family Asset Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$154K Buy
1,604
+4
+0.3% +$333 0.02% 159
2024
Q1
$128K Sell
1,600
-284
-15% -$21.7K 0.02% 166
2023
Q4
$120K Sell
1,884
-228
-11% -$11.9K 0.02% 174
2023
Q3
$88.4K Sell
2,112
-64
-3% -$2.49K 0.01% 184
2023
Q2
$79.9K Sell
2,176
-32
-1% -$1.11K 0.01% 199
2023
Q1
$75.8K Sell
2,208
-164
-7% -$4.74K 0.01% 192
2022
Q4
$62.4K Buy
2,372
+752
+46% +$25.7K 0.01% 205
2022
Q3
$67K Buy
1,620
+88
+6% +$4.02K 0.01% 200
2022
Q2
$65K Sell
1,532
-176
-10% -$7.97K 0.01% 204
2022
Q1
$97K Buy
1,708
+612
+56% +$28.5K 0.02% 191
2021
Q4
$56K Buy
1,096
+696
+174% +$42.4K 0.01% 255
2021
Q3
$25K Buy
+400
New +$25.8K ﹤0.01% 430
2020
Q4
Sell
-56
Closed -$2K 870
2020
Q3
$2K Buy
+56
New +$1.63K ﹤0.01% 681
2019
Q4
Sell
-112
Closed -$2K 862
2019
Q3
$2K Hold
112
﹤0.01% 682
2019
Q2
$2K Buy
+112
New +$1.91K ﹤0.01% 701

Other funds holding CRWD

Institutional & Family Asset Management's CRWD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its CrowdStrike (CRWD) stake by 0.25% in Q2 2024, buying an estimated $333 and bringing the position to 1,604 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #159.

Institutional & Family Asset Management first reported a position in CRWD in Q2 2019 and has held it in 15 quarters since. 1,643 funds tracked by Wall St. Rank hold CRWD as of Q2 2024.

  • Institutional & Family Asset Management held 1,604 shares of CrowdStrike worth $154K as of Q2 2024.
  • Institutional & Family Asset Management bought 4 CrowdStrike shares in Q2 2024, an estimated $333.
  • CrowdStrike made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #159 holding.
  • Institutional & Family Asset Management first reported a position in CrowdStrike in Q2 2019 and has held it in 15 quarters since.
  • 1,643 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.