Unique Wealth Strategies’s CrowdStrike CRWD Stock Holding History

Unique Wealth Strategies’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	-376	Closed	-$30.1K	–	313
2024 Q2	$30.1K	Buy	+376	New	+$31.3K	0.01%	256

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

Unique Wealth Strategies's CRWD Position: Q3 2024 in Review

Unique Wealth Strategies sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 376 shares — an estimated $30.1K sold.

Unique Wealth Strategies first reported a position in CRWD in Q2 2024 and held it in 1 quarter. The position peaked at $30.1K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

Unique Wealth Strategies reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 376 CrowdStrike shares in Q3 2024, an estimated $30.1K.
Unique Wealth Strategies first reported a position in CrowdStrike in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's CrowdStrike position peaked at $30.1K in Q2 2024.
1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.