WMS Partners’s CrowdStrike CRWD Stock Holding History

WMS Partners’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
2022 Q1	–	Sell	-8,304	Closed	-$425K	–	281
2021 Q4	$425K	Buy	8,304 +2,076	+33%	+$126K	0.09%	131
2021 Q3	$383K	Buy	6,228 +1,140	+22%	+$73.5K	0.06%	181
2021 Q2	$320K	Buy	5,088 +296	+6%	+$15.9K	0.05%	193
2021 Q1	$219K	Buy	+4,792	New	+$253K	0.05%	207

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

WMS Partners's CRWD Position: Q1 2022 in Review

WMS Partners sold out of CrowdStrike (CRWD) in Q1 2022, closing a stake of 8,304 shares — an estimated $425K sold.

WMS Partners first reported a position in CRWD in Q1 2021 and held it in 4 quarters. The position peaked at $425K in Q4 2021. 1,109 funds tracked by Wall St. Rank hold CRWD as of Q1 2022.

WMS Partners reported no remaining CrowdStrike position as of Q1 2022 after selling out during the quarter.
WMS Partners sold 8,304 CrowdStrike shares in Q1 2022, an estimated $425K.
WMS Partners first reported a position in CrowdStrike in Q1 2021 and held it in 4 quarters.
WMS Partners's CrowdStrike position peaked at $425K in Q4 2021.
1,109 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2022.

Based on WMS Partners's 13F filing for Q1 2022, filed 10 May 2022.