Stonebridge Financial Planning Group’s CrowdStrike CRWD Stock Holding History

Stonebridge Financial Planning 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
2022 Q4	–	Sell	-5,500	Closed	-$227K	–	124
2022 Q3	$227K	Hold	5,500	–	–	0.16%	110
2022 Q2	$232K	Hold	5,500	–	–	0.16%	104
2022 Q1	$312K	Sell	5,500 -200	-4%	-$9.32K	0.17%	88
2021 Q4	$241K	Hold	5,700	–	–	0.13%	109
2021 Q3	$386K	Buy	5,700 +820	+17%	+$52.9K	0.19%	91
2021 Q2	$319K	Buy	4,880 +360	+8%	+$19.4K	0.17%	94
2021 Q1	$231K	Hold	4,520	–	–	0.13%	100
2020 Q4	$239K	Buy	4,520 +1,200	+36%	+$46.8K	0.15%	93
2020 Q3	$121K	Buy	3,320 +2,920	+730%	+$85.1K	0.09%	120
2020 Q2	$11K	Buy	+400	New	+$8.02K	0.01%	301

Other funds holding CRWD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stonebridge Financial Planning Group's CRWD Position: Q4 2022 in Review

Stonebridge Financial Planning Group sold out of CrowdStrike (CRWD) in Q4 2022, closing a stake of 5,500 shares — an estimated $227K sold.

Stonebridge Financial Planning Group first reported a position in CRWD in Q2 2020 and held it in 10 quarters. The position peaked at $386K in Q3 2021. 966 funds tracked by Wall St. Rank hold CRWD as of Q4 2022.

Stonebridge Financial Planning Group reported no remaining CrowdStrike position as of Q4 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 5,500 CrowdStrike shares in Q4 2022, an estimated $227K.
Stonebridge Financial Planning Group first reported a position in CrowdStrike in Q2 2020 and held it in 10 quarters.
Stonebridge Financial Planning Group's CrowdStrike position peaked at $386K in Q3 2021.
966 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2022, filed 19 Jan 2023.