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Planning Capital Management Corporation’s CrowdStrike CRWD Stock Holding History

Planning Capital Management Corporation’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 		$113K Buy
1,608
+276
+21% +$19.6K 0.07% 123
2024
Q2 		$128K Buy
1,332
+32
+2% +$2.66K 0.09% 120
2024
Q1 		$104K Hold
1,300
– – 0.08% 126
2023
Q4 		$83K Buy
+1,300
New +$68.1K 0.06% 145

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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 $167B AUM 44.17% 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

Planning Capital Management Corporation's CRWD Position: Q3 2024 in Review

Planning Capital Management Corporation increased its CrowdStrike (CRWD) stake by 21% in Q3 2024, buying an estimated $19.6K and bringing the position to 1,608 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #123.

Planning Capital Management Corporation first reported a position in CRWD in Q4 2023 and has held it in 4 quarters since. The position peaked at $128K in Q2 2024. 1,585 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

  • Planning Capital Management Corporation held 1,608 shares of CrowdStrike worth $113K as of Q3 2024.
  • Planning Capital Management Corporation bought 276 CrowdStrike shares in Q3 2024, an estimated $19.6K.
  • CrowdStrike made up 0.07% of Planning Capital Management Corporation's portfolio in Q3 2024, its #123 holding.
  • Planning Capital Management Corporation first reported a position in CrowdStrike in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's CrowdStrike position peaked at $128K in Q2 2024.
  • 1,585 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.