Summit Wealth Group’s CrowdStrike CRWD Stock Holding History

Summit Wealth 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 Q3	–	Sell	-40	Closed	-$3K	–	84
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	147
2021 Q1	$2K	Buy	+40	New	+$2.12K	﹤0.01%	146

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Summit Wealth Group's CRWD Position: Q3 2021 in Review

Summit Wealth Group sold out of CrowdStrike (CRWD) in Q3 2021, closing a stake of 40 shares — an estimated $3K sold.

Summit Wealth Group first reported a position in CRWD in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold CRWD as of Q3 2021.

Summit Wealth Group reported no remaining CrowdStrike position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 40 CrowdStrike shares in Q3 2021, an estimated $3K.
Summit Wealth Group first reported a position in CrowdStrike in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's CrowdStrike position peaked at $3K in Q2 2021.
1,022 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.