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Sovereign Financial Group’s CrowdStrike CRWD Stock Holding History

Sovereign Financial 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
2021
Q4 		– Sell
-12,216
Closed -$751K – 211
2021
Q3 		$751K Buy
12,216
+7,136
+140% +$460K 0.43% 55
2021
Q2 		$232K Hold
5,080
– – 0.14% 144
2021
Q1 		$232K Sell
5,080
-1,240
-20% -$65.6K 0.15% 144
2020
Q4 		$335K Buy
+6,320
New +$246K 0.24% 83

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sovereign Financial Group's CRWD Position: Q4 2021 in Review

Sovereign Financial Group sold out of CrowdStrike (CRWD) in Q4 2021, closing a stake of 12,216 shares — an estimated $751K sold.

Sovereign Financial Group first reported a position in CRWD in Q4 2020 and held it in 4 quarters. The position peaked at $751K in Q3 2021. 1,058 funds tracked by Wall St. Rank hold CRWD as of Q4 2021.

  • Sovereign Financial Group reported no remaining CrowdStrike position as of Q4 2021 after selling out during the quarter.
  • Sovereign Financial Group sold 12,216 CrowdStrike shares in Q4 2021, an estimated $751K.
  • Sovereign Financial Group first reported a position in CrowdStrike in Q4 2020 and held it in 4 quarters.
  • Sovereign Financial Group's CrowdStrike position peaked at $751K in Q3 2021.
  • 1,058 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2021.

Based on Sovereign Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.