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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sheets Smith Wealth Management's CRWD Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 13,056 shares — an estimated $1.25M sold.

Sheets Smith Wealth Management first reported a position in CRWD in Q4 2020 and held it in 8 quarters. The position peaked at $1.25M in Q2 2024. 1,585 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

Sheets Smith Wealth Management reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 13,056 CrowdStrike shares in Q3 2024, an estimated $1.25M.
Sheets Smith Wealth Management first reported a position in CrowdStrike in Q4 2020 and held it in 8 quarters.
Sheets Smith Wealth Management's CrowdStrike position peaked at $1.25M in Q2 2024.
1,585 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.