Financial Life Planners’s CrowdStrike CRWD Stock Holding History

Financial Life 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
2025 Q1	–	Sell	-232	Closed	-$19.8K	–	151
2024 Q4	$19.8K	Buy	+232	New	+$19.3K	0.02%	207

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Financial Life Planners's CRWD Position: Q1 2025 in Review

Financial Life Planners sold out of CrowdStrike (CRWD) in Q1 2025, closing a stake of 232 shares — an estimated $19.8K sold.

Financial Life Planners first reported a position in CRWD in Q4 2024 and held it in 1 quarter. The position peaked at $19.8K in Q4 2024. 1,819 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

Financial Life Planners reported no remaining CrowdStrike position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 232 CrowdStrike shares in Q1 2025, an estimated $19.8K.
Financial Life Planners first reported a position in CrowdStrike in Q4 2024 and held it in 1 quarter.
Financial Life Planners's CrowdStrike position peaked at $19.8K in Q4 2024.
1,819 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.