WR Wealth Planners’s CrowdStrike CRWD Stock Holding History

WR Wealth Planners’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 Q4	$66K	Sell	772 -860	-53%	-$71.5K	0.02%	290
2024 Q3	$114K	Buy	1,632 +476	+41%	+$33.8K	0.03%	249
2024 Q2	$111K	Buy	1,156 +88	+8%	+$7.32K	0.03%	238
2024 Q1	$85.6K	Buy	+1,068	New	+$81.8K	0.03%	273
2023 Q4	–	Sell	-408	Closed	-$17.1K	–	319
2023 Q3	$17.1K	Buy	408 +64	+19%	+$2.49K	0.01%	451
2023 Q2	$12.6K	Hold	344	–	–	﹤0.01%	507
2023 Q1	$11.8K	Buy	+344	New	+$9.95K	0.01%	514

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

WR Wealth Planners's CRWD Position: Q4 2024 in Review

WR Wealth Planners reduced its CrowdStrike (CRWD) stake by 53% in Q4 2024, selling an estimated $71.5K and leaving 772 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #290.

WR Wealth Planners first reported a position in CRWD in Q1 2023 and has held it in 7 quarters since. The position peaked at $114K in Q3 2024. 1,791 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

WR Wealth Planners held 772 shares of CrowdStrike worth $66K as of Q4 2024.
WR Wealth Planners sold 860 CrowdStrike shares in Q4 2024, an estimated $71.5K.
CrowdStrike made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #290 holding.
WR Wealth Planners first reported a position in CrowdStrike in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's CrowdStrike position peaked at $114K in Q3 2024.
1,791 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.