Next Financial Group’s CrowdStrike CRWD Stock Holding History

Next Financial Group’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
2021 Q4	$703K	Buy	13,740 +960	+8%	+$58.5K	0.05%	415
2021 Q3	$785K	Buy	12,780 +2,776	+28%	+$179K	0.06%	333
2021 Q2	$629K	Buy	10,004 +1,580	+19%	+$85K	0.05%	379
2021 Q1	$385K	Sell	8,424 -3,408	-29%	-$180K	0.03%	528
2020 Q4	$627K	Buy	11,832 +1,900	+19%	+$74K	0.06%	309
2020 Q3	$341K	Sell	9,932 -2,128	-18%	-$62K	0.04%	460
2020 Q2	$302K	Buy	12,060 +5,520	+84%	+$111K	0.04%	412
2020 Q1	$91K	Buy	+6,540	New	+$92.3K	0.01%	782
2019 Q4	–	Sell	-400	Closed	-$6K	–	2383
2019 Q3	$6K	Buy	+400	New	+$7.94K	﹤0.01%	1852

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's CRWD Position: Q4 2021 in Review

Next Financial Group increased its CrowdStrike (CRWD) stake by 7.5% in Q4 2021, buying an estimated $58.5K and bringing the position to 13,740 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #415.

Next Financial Group first reported a position in CRWD in Q3 2019 and has held it in 9 quarters since. The position peaked at $785K in Q3 2021. 1,057 funds tracked by Wall St. Rank hold CRWD as of Q4 2021.

Next Financial Group held 13,740 shares of CrowdStrike worth $703K as of Q4 2021.
Next Financial Group bought 960 CrowdStrike shares in Q4 2021, an estimated $58.5K.
CrowdStrike made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #415 holding.
Next Financial Group first reported a position in CrowdStrike in Q3 2019 and has held it in 9 quarters since.
Next Financial Group's CrowdStrike position peaked at $785K in Q3 2021.
1,057 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.