PWP
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Personal Wealth Partners’s CrowdStrike CRWD Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-96
Closed -$6K – 145
2021
Q2 		$6K Buy
+96
New +$5.17K ﹤0.01% 302

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State Street
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Allianz Asset Management
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T. Rowe Price Associates
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MCMC
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Personal Wealth Partners's CRWD Position: Q3 2021 in Review

Personal Wealth Partners sold out of CrowdStrike (CRWD) in Q3 2021, closing a stake of 96 shares — an estimated $6K sold.

Personal Wealth Partners first reported a position in CRWD in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold CRWD as of Q3 2021.

  • Personal Wealth Partners reported no remaining CrowdStrike position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 96 CrowdStrike shares in Q3 2021, an estimated $6K.
  • Personal Wealth Partners first reported a position in CrowdStrike in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's CrowdStrike position peaked at $6K in Q2 2021.
  • 1,022 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.