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Western Pacific Wealth Management’s CrowdStrike CRWD Stock Holding History

Western Pacific Wealth Management’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 		– Sell
-400
Closed -$14.7K – 278
2023
Q2 		$14.7K Hold
400
– – 0.01% 193
2023
Q1 		$13.7K Buy
+400
New +$11.6K 0.01% 196

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T. Rowe Price Investment Management
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Morgan Stanley
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Jennison Associates
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Western Pacific Wealth Management's CRWD Position: Q3 2023 in Review

Western Pacific Wealth Management sold out of CrowdStrike (CRWD) in Q3 2023, closing a stake of 400 shares — an estimated $14.7K sold.

Western Pacific Wealth Management first reported a position in CRWD in Q1 2023 and held it in 2 quarters. The position peaked at $14.7K in Q2 2023. 1,124 funds tracked by Wall St. Rank hold CRWD as of Q3 2023.

  • Western Pacific Wealth Management reported no remaining CrowdStrike position as of Q3 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 400 CrowdStrike shares in Q3 2023, an estimated $14.7K.
  • Western Pacific Wealth Management first reported a position in CrowdStrike in Q1 2023 and held it in 2 quarters.
  • Western Pacific Wealth Management's CrowdStrike position peaked at $14.7K in Q2 2023.
  • 1,124 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2023.

Based on Western Pacific Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.