Safeguard Financial’s CrowdStrike CRWD Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-1,140	Closed	-$41K	–	162
2023 Q2	$41K	Buy	+1,140	New	+$39.7K	0.02%	172

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Safeguard Financial's CRWD Position: Q3 2023 in Review

Safeguard Financial sold out of CrowdStrike (CRWD) in Q3 2023, closing a stake of 1,140 shares — an estimated $41K sold.

Safeguard Financial first reported a position in CRWD in Q2 2023 and held it in 1 quarter. The position peaked at $41K in Q2 2023. 1,124 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

Safeguard Financial reported no remaining CrowdStrike position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,140 CrowdStrike shares in Q3 2023, an estimated $41K.
Safeguard Financial first reported a position in CrowdStrike in Q2 2023 and held it in 1 quarter.
Safeguard Financial's CrowdStrike position peaked at $41K in Q2 2023.
1,124 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.