PRW Wealth Management’s CrowdStrike CRWD Stock Holding History

PRW Wealth Management’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 Q1	–	Sell	-4,128	Closed	-$212K	–	117
2021 Q4	$212K	Sell	4,128 -12	-0.3%	-$731	0.1%	101
2021 Q3	$255K	Buy	+4,140	New	+$267K	0.13%	79
2021 Q1	–	Sell	-4,076	Closed	-$216K	–	96
2020 Q4	$216K	Buy	+4,076	New	+$159K	0.12%	87

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

MCMC

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

PRW Wealth Management's CRWD Position: Q1 2022 in Review

PRW Wealth Management sold out of CrowdStrike (CRWD) in Q1 2022, closing a stake of 4,128 shares — an estimated $212K sold.

PRW Wealth Management first reported a position in CRWD in Q4 2020 and held it in 3 quarters. The position peaked at $255K in Q3 2021. 1,109 funds tracked by Wall St. Rank hold CRWD as of Q1 2022.

PRW Wealth Management reported no remaining CrowdStrike position as of Q1 2022 after selling out during the quarter.
PRW Wealth Management sold 4,128 CrowdStrike shares in Q1 2022, an estimated $212K.
PRW Wealth Management first reported a position in CrowdStrike in Q4 2020 and held it in 3 quarters.
PRW Wealth Management's CrowdStrike position peaked at $255K in Q3 2021.
1,109 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2022.

Based on PRW Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.