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Williamson Legacy Group’s CrowdStrike CRWD Stock Holding History

Williamson Legacy Group’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
-31,216
Closed -$2.99M – 113
2024
Q2 		$2.99M Sell
31,216
-20
-0.1% -$1.66K 2.22% 5
2024
Q1 		$2.5M Buy
31,236
+252
+0.8% +$19.3K 1.94% 8
2023
Q4 		$1.98M Buy
+30,984
New +$1.62M 1.83% 7

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Williamson Legacy Group's CRWD Position: Q3 2024 in Review

Williamson Legacy Group sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 31,216 shares — an estimated $2.99M sold.

Williamson Legacy Group first reported a position in CRWD in Q4 2023 and held it in 3 quarters. The position peaked at $2.99M in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

  • Williamson Legacy Group reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 31,216 CrowdStrike shares in Q3 2024, an estimated $2.99M.
  • Williamson Legacy Group first reported a position in CrowdStrike in Q4 2023 and held it in 3 quarters.
  • Williamson Legacy Group's CrowdStrike position peaked at $2.99M in Q2 2024.
  • 1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Williamson Legacy Group's 13F filing for Q3 2024, filed 12 Nov 2024.