RIA Advisory Group’s CrowdStrike CRWD Stock Holding History

RIA Advisory Group’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 Q1	$258K	Sell	3,220 -92	-3%	-$7.04K	0.1%	118
2023 Q4	$211K	Buy	+3,312	New	+$173K	0.09%	113

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RIA Advisory Group's CRWD Position: Q1 2024 in Review

RIA Advisory Group reduced its CrowdStrike (CRWD) stake by 2.8% in Q1 2024, selling an estimated $7.04K and leaving 3,220 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #118.

RIA Advisory Group first reported a position in CRWD in Q4 2023 and has held it in 2 quarters since. 1,543 funds tracked by Wall St. Rank hold CRWD as of Q1 2024.

RIA Advisory Group held 3,220 shares of CrowdStrike worth $258K as of Q1 2024.
RIA Advisory Group sold 92 CrowdStrike shares in Q1 2024, an estimated $7.04K.
CrowdStrike made up 0.1% of RIA Advisory Group's portfolio in Q1 2024, its #118 holding.
RIA Advisory Group first reported a position in CrowdStrike in Q4 2023 and has held it in 2 quarters since.
1,543 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.