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TrinityPoint Wealth’s CrowdStrike CRWD Stock Holding History

TrinityPoint Wealth’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
Q4 		– Sell
-2,880
Closed -$202K – 343
2024
Q3 		$202K Sell
2,880
-1,808
-39% -$128K 0.03% 318
2024
Q2 		$449K Buy
4,688
+272
+6% +$22.6K 0.07% 217
2024
Q1 		$354K Buy
4,416
+76
+2% +$5.82K 0.06% 228
2023
Q4 		$277K Buy
+4,340
New +$227K 0.05% 251

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrinityPoint Wealth's CRWD Position: Q4 2024 in Review

TrinityPoint Wealth sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 2,880 shares — an estimated $202K sold.

TrinityPoint Wealth first reported a position in CRWD in Q4 2023 and held it in 4 quarters. The position peaked at $449K in Q2 2024. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

  • TrinityPoint Wealth reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,880 CrowdStrike shares in Q4 2024, an estimated $202K.
  • TrinityPoint Wealth first reported a position in CrowdStrike in Q4 2023 and held it in 4 quarters.
  • TrinityPoint Wealth's CrowdStrike position peaked at $449K in Q2 2024.
  • 1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.