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Legend Financial Advisors’s CrowdStrike CRWD Stock Holding History

Legend Financial Advisors’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
-1,204
Closed -$31.7K – 234
2022
Q4 		$31.7K Hold
1,204
– – 0.03% 87
2022
Q3 		$49.6K Buy
+1,204
New +$55.1K 0.05% 61
2020
Q3 		– Sell
-50,156
Closed -$1.26M – 30
2020
Q2 		$1.26M Buy
50,156
+2,488
+5% +$49.9K 0.79% 13
2020
Q1 		$663K Buy
+47,668
New +$673K 0.6% 15

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legend Financial Advisors's CRWD Position: Q1 2023 in Review

Legend Financial Advisors sold out of CrowdStrike (CRWD) in Q1 2023, closing a stake of 1,204 shares — an estimated $31.7K sold.

Legend Financial Advisors first reported a position in CRWD in Q1 2020 and held it in 4 quarters. The position peaked at $1.26M in Q2 2020. 1,017 funds tracked by Wall St. Rank hold CRWD as of Q1 2023.

  • Legend Financial Advisors reported no remaining CrowdStrike position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 1,204 CrowdStrike shares in Q1 2023, an estimated $31.7K.
  • Legend Financial Advisors first reported a position in CrowdStrike in Q1 2020 and held it in 4 quarters.
  • Legend Financial Advisors's CrowdStrike position peaked at $1.26M in Q2 2020.
  • 1,017 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.