INVST’s CrowdStrike CRWD Stock Holding History

INVST’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 Q3	–	Sell	-2,244	Closed	-$220K	–	259
2024 Q2	$220K	Buy	+2,244	New	+$187K	0.02%	242
2024 Q1	–	Sell	-2,708	Closed	-$205K	–	254
2023 Q4	$205K	Buy	+2,708	New	+$142K	0.03%	206

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

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

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

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

INVST's CRWD Position: Q3 2024 in Review

INVST sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 2,244 shares — an estimated $220K sold.

INVST first reported a position in CRWD in Q4 2023 and held it in 2 quarters. The position peaked at $220K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

INVST reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
INVST sold 2,244 CrowdStrike shares in Q3 2024, an estimated $220K.
INVST first reported a position in CrowdStrike in Q4 2023 and held it in 2 quarters.
INVST's CrowdStrike position peaked at $220K in Q2 2024.
1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on INVST's 13F filing for Q3 2024, filed 19 Nov 2024.