JFG Wealth 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
Sell
-3,616
Closed -$290K 61
2024
Q1
$290K Sell
3,616
-10,500
-74% -$804K 0.08% 44
2023
Q4
$901K Buy
+14,116
New +$739K 0.26% 25

Other funds holding CRWD

JFG Wealth Management's CRWD Position: Q2 2024 in Review

JFG Wealth Management sold out of CrowdStrike (CRWD) in Q2 2024, closing a stake of 3,616 shares — an estimated $290K sold.

JFG Wealth Management first reported a position in CRWD in Q4 2023 and held it in 2 quarters. The position peaked at $901K in Q4 2023. 1,643 funds tracked by Wall St. Rank hold CRWD as of Q2 2024.

  • JFG Wealth Management reported no remaining CrowdStrike position as of Q2 2024 after selling out during the quarter.
  • JFG Wealth Management sold 3,616 CrowdStrike shares in Q2 2024, an estimated $290K.
  • JFG Wealth Management first reported a position in CrowdStrike in Q4 2023 and held it in 2 quarters.
  • JFG Wealth Management's CrowdStrike position peaked at $901K in Q4 2023.
  • 1,643 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2024.

Based on JFG Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.