Personal Capital Advisors’s CrowdStrike CRWD Stock Holding History

Personal Capital 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
2022 Q4	$580K	Sell	22,044 -1,588	-7%	-$54.3K	﹤0.01%	281
2022 Q3	$974K	Sell	23,632 -24	-0.1%	-$1.1K	0.01%	236
2022 Q2	$997K	Sell	23,656 -36	-0.2%	-$1.63K	0.01%	235
2022 Q1	$1.34M	Buy	23,692 +12,572	+113%	+$586K	0.01%	233
2021 Q4	$569K	Buy	11,120 +848	+8%	+$51.6K	﹤0.01%	315
2021 Q3	$631K	Buy	10,272 +180	+2%	+$11.6K	﹤0.01%	280
2021 Q2	$634K	Buy	10,092 +1,564	+18%	+$84.1K	﹤0.01%	282
2021 Q1	$389K	Sell	8,528 -25,660	-75%	-$1.36M	﹤0.01%	342
2020 Q4	$1.81M	Buy	34,188 +18,644	+120%	+$727K	0.01%	228
2020 Q3	$534K	Buy	+15,544	New	+$453K	﹤0.01%	278

Other funds holding CRWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Personal Capital Advisors's CRWD Position: Q4 2022 in Review

Personal Capital Advisors reduced its CrowdStrike (CRWD) stake by 6.7% in Q4 2022, selling an estimated $54.3K and leaving 22,044 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Personal Capital Advisors first reported a position in CRWD in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.81M in Q4 2020. 965 funds tracked by Wall St. Rank hold CRWD as of Q4 2022.

Personal Capital Advisors held 22,044 shares of CrowdStrike worth $580K as of Q4 2022.
Personal Capital Advisors sold 1,588 CrowdStrike shares in Q4 2022, an estimated $54.3K.
CrowdStrike made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #281 holding.
Personal Capital Advisors first reported a position in CrowdStrike in Q3 2020 and has held it in 10 quarters since.
Personal Capital Advisors's CrowdStrike position peaked at $1.81M in Q4 2020.
965 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.