V Wealth Advisors’s CrowdStrike CRWD Stock Holding History

V Wealth Advisors’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
2023 Q3	$499K	Buy	+11,924	New	+$463K	0.4%	55
2021 Q4	–	Sell	-3,860	Closed	-$238K	–	490
2021 Q3	$238K	Sell	3,860 -40	-1%	-$2.58K	0.04%	397
2021 Q2	$246K	Sell	3,900 -59,524	-94%	-$3.2M	0.04%	405
2021 Q1	$2.89M	Buy	63,424 +148	+0.2%	+$7.83K	0.53%	32
2020 Q4	$3.35M	Buy	63,276 +1,808	+3%	+$70.5K	0.69%	19
2020 Q3	$2.11M	Sell	61,468 -1,104	-2%	-$32.2K	1.46%	14
2020 Q2	$1.57M	Buy	62,572 +40,000	+177%	+$802K	0.41%	60
2020 Q1	$314K	Buy	+22,572	New	+$319K	0.1%	211

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

V Wealth Advisors's CRWD Position: Q3 2023 in Review

V Wealth Advisors opened a new position in CrowdStrike (CRWD) in Q3 2023: 11,924 shares worth $499K. The stake represents 0.4% of the portfolio and ranks #55 among its holdings. This is a return to the name: V Wealth Advisors previously reported a position in CRWD as recently as Q3 2021.

V Wealth Advisors first reported a position in CRWD in Q1 2020 and has held it in 8 quarters since. The position peaked at $3.35M in Q4 2020. 1,124 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

V Wealth Advisors held 11,924 shares of CrowdStrike worth $499K as of Q3 2023.
CrowdStrike was a new V Wealth Advisors position in Q3 2023.
CrowdStrike made up 0.4% of V Wealth Advisors's portfolio in Q3 2023, its #55 holding.
V Wealth Advisors first reported a position in CrowdStrike in Q1 2020 and has held it in 8 quarters since.
V Wealth Advisors's CrowdStrike position peaked at $3.35M in Q4 2020.
1,124 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.