Level Financial Advisors’s CrowdStrike CRWD Stock Holding History

Level 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
2024 Q1	–	Sell	-232	Closed	-$14.8K	–	115
2023 Q4	$14.8K	Hold	232	–	–	0.01%	174
2023 Q3	$9.71K	Buy	+232	New	+$9.02K	0.01%	196
2022 Q1	–	Sell	-80	Closed	-$4K	–	239
2021 Q4	$4K	Buy	+80	New	+$4.87K	﹤0.01%	212

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Level Financial Advisors's CRWD Position: Q1 2024 in Review

Level Financial Advisors sold out of CrowdStrike (CRWD) in Q1 2024, closing a stake of 232 shares — an estimated $14.8K sold.

Level Financial Advisors first reported a position in CRWD in Q4 2021 and held it in 3 quarters. The position peaked at $14.8K in Q4 2023. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

Level Financial Advisors reported no remaining CrowdStrike position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 232 CrowdStrike shares in Q1 2024, an estimated $14.8K.
Level Financial Advisors first reported a position in CrowdStrike in Q4 2021 and held it in 3 quarters.
Level Financial Advisors's CrowdStrike position peaked at $14.8K in Q4 2023.
1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.