Pacific Capital Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Pacific Capital Wealth 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	-112	Closed	-$9.58K	–	148
2024 Q4	$9.58K	Hold	112	–	–	﹤0.01%	275
2024 Q3	$7.85K	Hold	112	–	–	﹤0.01%	316
2024 Q2	$10.7K	Buy	+112	New	+$9.31K	﹤0.01%	307

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

Pacific Capital Wealth Advisors's CRWD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of CrowdStrike (CRWD) in Q1 2025, closing a stake of 112 shares — an estimated $9.58K sold.

Pacific Capital Wealth Advisors first reported a position in CRWD in Q2 2024 and held it in 3 quarters. The position peaked at $10.7K in Q2 2024. 1,819 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining CrowdStrike position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 112 CrowdStrike shares in Q1 2025, an estimated $9.58K.
Pacific Capital Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's CrowdStrike position peaked at $10.7K in Q2 2024.
1,819 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.