The Family Firm’s CrowdStrike CRWD Stock Holding History

The Family Firm’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	–	Sell	-312	Closed	-$29.9K	–	339
2024 Q2	$29.9K	Buy	+312	New	+$25.9K	0.01%	507

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

The Family Firm's CRWD Position: Q3 2024 in Review

The Family Firm sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 312 shares — an estimated $29.9K sold.

The Family Firm first reported a position in CRWD in Q2 2024 and held it in 1 quarter. The position peaked at $29.9K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

The Family Firm reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 312 CrowdStrike shares in Q3 2024, an estimated $29.9K.
The Family Firm first reported a position in CrowdStrike in Q2 2024 and held it in 1 quarter.
The Family Firm's CrowdStrike position peaked at $29.9K in Q2 2024.
1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.