TrueFG’s CrowdStrike CRWD Stock Holding History

TrueFG’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	-3,436	Closed	-$329K	–	53
2024 Q2	$329K	Sell	3,436 -360	-9%	-$29.9K	0.12%	39
2024 Q1	$304K	Hold	3,796	–	–	0.11%	38
2023 Q4	$242K	Buy	+3,796	New	+$199K	0.1%	41

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

TrueFG's CRWD Position: Q3 2024 in Review

TrueFG sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 3,436 shares — an estimated $329K sold.

TrueFG first reported a position in CRWD in Q4 2023 and held it in 3 quarters. The position peaked at $329K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

TrueFG reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
TrueFG sold 3,436 CrowdStrike shares in Q3 2024, an estimated $329K.
TrueFG first reported a position in CrowdStrike in Q4 2023 and held it in 3 quarters.
TrueFG's CrowdStrike position peaked at $329K in Q2 2024.
1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on TrueFG's 13F filing for Q3 2024, filed 18 Oct 2024.