SYSTM Wealth Solutions’s CrowdStrike CRWD Stock Holding History

SYSTM Wealth Solutions’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	$1.12K	Sell	16 -16,048	-100%	-$1.14M	0.03%	73
2024 Q2	$1.54M	Buy	16,064 +15,220	+1,803%	+$1.27M	0.34%	92
2024 Q1	$67.6K	Sell	844 -88	-9%	-$6.74K	0.01%	536
2023 Q4	$59.5K	Buy	+932	New	+$48.8K	0.01%	557

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SYSTM Wealth Solutions's CRWD Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its CrowdStrike (CRWD) stake by 100% in Q3 2024, selling an estimated $1.14M and leaving 16 shares worth $1.12K. The position accounts for 0.03% of the portfolio, ranked #73.

SYSTM Wealth Solutions first reported a position in CRWD in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.54M in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

SYSTM Wealth Solutions held 16 shares of CrowdStrike worth $1.12K as of Q3 2024.
SYSTM Wealth Solutions sold 16,048 CrowdStrike shares in Q3 2024, an estimated $1.14M.
CrowdStrike made up 0.03% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #73 holding.
SYSTM Wealth Solutions first reported a position in CrowdStrike in Q4 2023 and has held it in 4 quarters since.
SYSTM Wealth Solutions's CrowdStrike position peaked at $1.54M in Q2 2024.
1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.