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Financial Advocates Investment Management’s CrowdStrike CRWD Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-15,824
Closed -$2.01M – 184
2025
Q2 		$2.01M Sell
15,824
-11,572
-42% -$1.25M 0.16% 127
2025
Q1 		$2.41M Sell
27,396
-1,872
-6% -$178K 0.17% 142
2024
Q4 		$2.5M Sell
29,268
-1,512
-5% -$126K 0.14% 157
2024
Q3 		$2.16M Buy
30,780
+8,720
+40% +$619K 0.12% 172
2024
Q2 		$2.11M Buy
22,060
+7,296
+49% +$607K 0.13% 167
2024
Q1 		$1.18M Sell
14,764
-664
-4% -$50.8K 0.07% 279
2023
Q4 		$985K Buy
15,428
+5,232
+51% +$274K 0.06% 291
2023
Q3 		$427K Buy
10,196
+860
+9% +$33.4K 0.03% 451
2023
Q2 		$343K Buy
9,336
+28
+0.3% +$976 0.02% 484
2023
Q1 		$319K Hold
9,308
– – 0.02% 536
2022
Q4 		$245K Buy
9,308
+3,240
+53% +$111K 0.02% 613
2022
Q3 		$250K Sell
6,068
-1,396
-19% -$63.8K 0.02% 600
2022
Q2 		$315K Buy
7,464
+796
+12% +$36K 0.03% 492
2022
Q1 		$379K Sell
6,668
-220
-3% -$10.3K 0.03% 514
2021
Q4 		$328K Buy
6,888
+444
+7% +$27K 0.02% 609
2021
Q3 		$396K Buy
6,444
+184
+3% +$11.9K 0.03% 536
2021
Q2 		$393K Sell
6,260
-7,884
-56% -$424K 0.03% 537
2021
Q1 		$645K Buy
14,144
+6,220
+78% +$329K 0.05% 424
2020
Q4 		$420K Buy
7,924
+1,920
+32% +$74.8K 0.03% 483
2020
Q3 		$206K Buy
+6,004
New +$175K 0.02% 580

Other funds holding CRWD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Advocates Investment Management's CRWD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of CrowdStrike (CRWD) in Q3 2025, closing a stake of 15,824 shares — an estimated $2.01M sold.

Financial Advocates Investment Management first reported a position in CRWD in Q3 2020 and held it in 20 quarters. The position peaked at $2.5M in Q4 2024. 2,018 funds tracked by Wall St. Rank hold CRWD as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining CrowdStrike position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,824 CrowdStrike shares in Q3 2025, an estimated $2.01M.
  • Financial Advocates Investment Management first reported a position in CrowdStrike in Q3 2020 and held it in 20 quarters.
  • Financial Advocates Investment Management's CrowdStrike position peaked at $2.5M in Q4 2024.
  • 2,018 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.