SFP
CRWD icon

Sweet Financial Partners’s CrowdStrike CRWD Stock Holding History

Sweet Financial Partners’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 		$1.3M Buy
18,540
+13,756
+288% +$977K 0.28% 74
2024
Q2 		$458K Buy
4,784
+140
+3% +$11.6K 0.1% 126
2024
Q1 		$372K Buy
+4,644
New +$355K 0.09% 145

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sweet Financial Partners's CRWD Position: Q3 2024 in Review

Sweet Financial Partners increased its CrowdStrike (CRWD) stake by 288% in Q3 2024, buying an estimated $977K and bringing the position to 18,540 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #74.

Sweet Financial Partners first reported a position in CRWD in Q1 2024 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

  • Sweet Financial Partners held 18,540 shares of CrowdStrike worth $1.3M as of Q3 2024.
  • Sweet Financial Partners bought 13,756 CrowdStrike shares in Q3 2024, an estimated $977K.
  • CrowdStrike made up 0.28% of Sweet Financial Partners's portfolio in Q3 2024, its #74 holding.
  • Sweet Financial Partners first reported a position in CrowdStrike in Q1 2024 and has held it in 3 quarters since.
  • 1,585 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.