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Davies Financial Advisors’s CrowdStrike CRWD Stock Holding History

Davies Financial Advisors’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
2025
Q1 		– Sell
-2,892
Closed -$247K – 67
2024
Q4 		$247K Sell
2,892
-348
-11% -$28.9K 0.21% 57
2024
Q3 		$227K Buy
3,240
+368
+13% +$26.1K 0.2% 69
2024
Q2 		$275K Buy
2,872
+164
+6% +$13.6K 0.26% 57
2024
Q1 		$217K Buy
+2,708
New +$207K 0.22% 61

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Davies Financial Advisors's CRWD Position: Q1 2025 in Review

Davies Financial Advisors sold out of CrowdStrike (CRWD) in Q1 2025, closing a stake of 2,892 shares — an estimated $247K sold.

Davies Financial Advisors first reported a position in CRWD in Q1 2024 and held it in 4 quarters. The position peaked at $275K in Q2 2024. 1,819 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

  • Davies Financial Advisors reported no remaining CrowdStrike position as of Q1 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 2,892 CrowdStrike shares in Q1 2025, an estimated $247K.
  • Davies Financial Advisors first reported a position in CrowdStrike in Q1 2024 and held it in 4 quarters.
  • Davies Financial Advisors's CrowdStrike position peaked at $275K in Q2 2024.
  • 1,819 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Davies Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.