Worth Financial Advisory Group’s CrowdStrike CRWD Stock Holding History

Worth Financial Advisory 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	-5,036	Closed	-$482K	–	167
2024 Q2	$482K	Buy	5,036 +100	+2%	+$8.31K	0.32%	79
2024 Q1	$396K	Sell	4,936 -48	-1%	-$3.67K	0.27%	87
2023 Q4	$318K	Hold	4,984	–	–	0.25%	95
2023 Q3	$209K	Buy	+4,984	New	+$194K	0.19%	117

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

Worth Financial Advisory Group's CRWD Position: Q3 2024 in Review

Worth Financial Advisory Group sold out of CrowdStrike (CRWD) in Q3 2024, closing a stake of 5,036 shares — an estimated $482K sold.

Worth Financial Advisory Group first reported a position in CRWD in Q3 2023 and held it in 4 quarters. The position peaked at $482K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold CRWD as of Q3 2024.

Worth Financial Advisory Group reported no remaining CrowdStrike position as of Q3 2024 after selling out during the quarter.
Worth Financial Advisory Group sold 5,036 CrowdStrike shares in Q3 2024, an estimated $482K.
Worth Financial Advisory Group first reported a position in CrowdStrike in Q3 2023 and held it in 4 quarters.
Worth Financial Advisory Group's CrowdStrike position peaked at $482K in Q2 2024.
1,584 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2024.

Based on Worth Financial Advisory Group's 13F filing for Q3 2024, filed 25 Oct 2024.