SSWM
CRWD icon

Sheets Smith Wealth Management’s CrowdStrike CRWD Stock Holding History

Sheets Smith 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
2024
Q3 		– Sell
-13,056
Closed -$1.25M – 380
2024
Q2 		$1.25M Buy
13,056
+632
+5% +$52.5K 0.15% 137
2024
Q1 		$996K Buy
12,424
+32
+0.3% +$2.45K 0.11% 166
2023
Q4 		$791K Hold
12,392
– – 0.11% 156
2023
Q3 		$519K Buy
+12,392
New +$482K 0.08% 197
2021
Q4 		– Sell
-7,228
Closed -$444K – 379
2021
Q3 		$444K Buy
7,228
+1,832
+34% +$118K 0.06% 235
2021
Q2 		$339K Sell
5,396
-1,312
-20% -$70.6K 0.05% 281
2021
Q1 		$306K Sell
6,708
-6,688
-50% -$354K 0.05% 271
2020
Q4 		$709K Buy
+13,396
New +$522K 0.11% 166

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $145B AUM 34.61% 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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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