Selective Wealth Management’s CrowdStrike CRWD Stock Holding History

Selective 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 Q3	–	Sell	-1,216	Closed	-$51K	–	774
2022 Q2	$51K	Hold	1,216	–	–	0.02%	318
2022 Q1	$69K	Buy	1,216 +600	+97%	+$28K	0.03%	250
2021 Q4	$32K	Buy	616 +600	+3,750%	+$36.5K	0.01%	336
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	554
2021 Q2	$1K	Sell	16 -100	-86%	-$5.38K	﹤0.01%	472
2021 Q1	$5K	Sell	116 -84	-42%	-$4.44K	﹤0.01%	306
2020 Q4	$11K	Hold	200	–	–	0.01%	234
2020 Q3	$7K	Hold	200	–	–	0.01%	219
2020 Q2	$5K	Buy	+200	New	+$4.01K	﹤0.01%	299

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

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

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

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

Selective Wealth Management's CRWD Position: Q3 2022 in Review

Selective Wealth Management sold out of CrowdStrike (CRWD) in Q3 2022, closing a stake of 1,216 shares — an estimated $51K sold.

Selective Wealth Management first reported a position in CRWD in Q2 2020 and held it in 9 quarters. The position peaked at $69K in Q1 2022. 1,054 funds tracked by Wall St. Rank hold CRWD as of Q3 2022.

Selective Wealth Management reported no remaining CrowdStrike position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 1,216 CrowdStrike shares in Q3 2022, an estimated $51K.
Selective Wealth Management first reported a position in CrowdStrike in Q2 2020 and held it in 9 quarters.
Selective Wealth Management's CrowdStrike position peaked at $69K in Q1 2022.
1,054 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.