OWA
CRWD icon

Outlook Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Outlook Wealth 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
Q3 		– Sell
-8,900
Closed -$853K – 261
2024
Q2 		$853K Sell
8,900
-16
-0.2% -$1.33K 0.27% 75
2024
Q1 		$715K Sell
8,916
-1,124
-11% -$86K 0.22% 93
2023
Q4 		$641K Buy
+10,040
New +$526K 0.22% 94

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Outlook Wealth Advisors's CRWD Position: Q3 2024 in Review

Outlook Wealth Advisors sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 8,900 shares — an estimated $853K sold.

Outlook Wealth Advisors first reported a position in CRWD in Q4 2023 and held it in 3 quarters. The position peaked at $853K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

  • Outlook Wealth Advisors reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 8,900 CrowdStrike shares in Q3 2024, an estimated $853K.
  • Outlook Wealth Advisors first reported a position in CrowdStrike in Q4 2023 and held it in 3 quarters.
  • Outlook Wealth Advisors's CrowdStrike position peaked at $853K in Q2 2024.
  • 1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Outlook Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.